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

Your D&Y Experience

We listen to your dreams and concerns, and help you make sense of your financial future.

INITIAL MEETING

From the moment we meet, our team is focused on understanding your specific financial life. What are your goals? What are your concerns? What financial topics would you like to learn more about? This complimentary meeting takes place with a D&Y Lead Advisor who will give you actionable information, whether you decide to work with us or not.

ONBOARDING

Once you choose D&Y, we will handle the paperwork and initial onboarding process. Our experienced client service team makes the process seamless. A Digital Concierge will assist you with the setup our technology platform on your devices so you can securely access your accounts wherever life may take you.

DY DASHBOARD

You want the ability to track your portfolio anywhere, any time. We provide you with online and mobile tools to conveniently and securely access your portfolio information.

CUSTOM STRATEGY

One size never fits all when it comes to investing or financial planning. Whether you are eyeing retirement, starting a family, or planning for your legacy, we evaluate your entire financial picture and craft a custom plan to help you reach your dreams.

COLLABORATIVE ADVISEMENT

We work with your other advisors and professionals – lawyers, tax preparers, and other trusted advisors – meeting regularly to remove the barriers to life’s biggest moves.

DIGITAL CONCIERGE

To make sure you are comfortable using all of your online tools, we offer a complimentary Digital Concierge service. Either remotely or in person, we walk you through how to set up your devices—such as your mobile phone, laptops, tablets—to have secure access to your D&Y accounts, reporting, and documents.

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DISCUSSION

Talk about your options with a Dowling & Yahnke financial expert.

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