Dowling & Yahnke was founded by Dale Yahnke and Mark Dowling in 1991 and today manages over $1.5 billion for around 750 clients. The firm was founded on the principles of discipline, knowledge, integrity, independence, and personalized client service.
Today they have been the recipients of multiple recognitions including Barron’s Top Independent Financial Advisors by Barron’s in 2011. San Diego Magazine named them 2011 Five Star Wealth Managers in 2011, the same year they were named RIA Giants: Top Fee-only firms ranked by discretionary AUM by Investment News.