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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.


12 CFA®
charterholders
As of March 2020

21 CFP®
practitioners
As of March 2020
Over
$4B
managed
As of March 2020
Over
1200
clients
As of March 2020

50
team members
and growing
As of March 2020

29
years in business
Every single one spent as a fiduciary
As of May 2020

RECENT AWARDS & RANKINGS

InvestmentNews “40 Under 40”
June 2020
Barron’s “Top 1200 Financial Advisors”
May 2020
RIA Channel “Top 100 Wealth Managers”
December 2019
Barron’s “Hall of Fame”
November 2019

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