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choosing a financial advisor in san diego

Why D&Y

In 1991, Dowling & Yahnke Wealth Advisors helped start a revolution in wealth management—independent, transparent, and world-class financial advice predicated on personal relationships. Today, D&Y manages approximately $4 billion and provides portfolio management and financial planning services to over 1,200 clients in San Diego and across the United States. Our only source of revenue is a competitive management fee. No commissions, unnecessary trades, or competing incentives. As a fiduciary, we put you first.

Fiduciary Financial Management | D&Y Wealth Management San Diego

Our Beliefs

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Fiduciary Financial Advising and Planning | D&Y Wealth Management San Diego

Your D&Y Experience

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What Makes Our Financial Advising Different? | D&Y Wealth San Diego

What Makes Us Different

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Wealth Management Investment Philosophy | D&Y Wealth San Diego

Our Investment Philosophy

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Charitable Donations & Causes | D&Y Wealth Management San Diego

Giving Back

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fiduciary Financial Advisors at D&Y Wealth Management Group in San Diego

D&Y PROFESSIONALS

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CLIENT STORIES

Learn how Dowling & Yahnke has helped people from all walks of life turn their ambitions into reality.

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