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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.


10 CFA
charterholders
As of June 2021

20 CFP®
practitioners
As of June 2021
Over
$6B
managed
As of December 2021
Over
1400
clients
As of December 2021

60
team members
and growing
As of April 2022
Over
30
years in business
Every single one spent as a fiduciary
As of April 2022

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