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

The D&Y Way

When you trust us with your money, you are trusting us with a big part of your life. It’s a massive, humbling responsibility we are honored to take on. We work every day to make the best decisions supporting your happiness, comfort, and financial security.

D&Y is driven by fiduciary responsibility to put your interests first in order to minimize potential conflicts of interest. We speak—and invest—in terms you can understand and trust.

YOU DESERVE A TEAM WITH WORLD-CLASS CREDENTIALS AND SERVICE.


10 CFA
charterholders
As of June 2021

20 CFP®
practitioners
As of June 2021
Over
$5B
managed
As of June 2021
Over
1300
clients
As of June 2021

53
team members
and growing
As of June 2021

30
years in business
Every single one spent as a fiduciary
As of May 2021

RECENT AWARDS & RANKINGS

Barron’s “Top 100 RIA Firms”
September 2021
FT 300: Top RIAS 2020
August 2020
InvestmentNews
“40 Under 40”
June 2020
Barron’s “Top 1200 Financial Advisors”
May 2020

Our Team

Discover the people who make Dowling & Yahnke one of San Diego’s top wealth management firm.

MEET THE TEAM

CONTACT US

Our team is available now to discuss all of your financial goals.

SEE INFO