DowlingYahnke
Founded in 1991, we are an independent, fee-only registered investment adviser providing comprehensive portfolio management and retirement planning. We manage over $3 billion for more than 1,000 clients, including individuals, families, foundations and endowments.
Our team consists of highly-educated, experienced, and ethical professionals devoted to the highest standards of client service. We design custom wealth management solutions delivered with the highest level of personalized service.
Market Update with Will Beamer, President & Chief Investment Officer and Mark Wernig, Co-CEO
Meet John M. Peters, CFA, Lead Advisors, Dowling & Yahnke Wealth Advisors
Fixed Income, Equities, and Your Portfolio with Schwab's Kathy Jones and Liz Ann Sonders
Charitable Planning with Schwab Charitable and Dowling & Yahnke Wealth Advisors
Steps to Take After The Loss of a Spouse - Dowling & Yahnke Wealth Advisors
Dowling & Yahnke hosts: COVID-19 Travel Tips with Global Emergency Medicine Expert Dr. Chris Sidford
COVID-19 Vaccine Webinar with Dr. Erica Ollmann Saphire, Hosted by Dowling & Yahnke Wealth Advisors
What are Qualified Charitable Distributions (QCDs) and How Do They Work?
Drafting a 10b5-1 Plan
Charitable Gifting: Should You Donate Cash or Stock?
Donor Advised Funds: How Do They Work and Why Should I Use Them?
Politics and Your Portfolio w/Dowling & Yahnke and Dimensional
Dowling & Yahnke's Personal Finance Series: Investment Basics
Dowling & Yahnke's Personal Finance Series: Tax Basics
Dowling & Yahnke's Personal Finance Series: Insurance Basics
Dowling & Yahnke's Personal Finance Series: Budgeting Basics
Dowling & Yahnke's Personal Finance Series: Credit Basics
Understanding COVID-19 Testing w/Marco Biamonte, Ph.D., Hosted by Dowling & Yahnke Wealth Advisors
Dowling & Yahnke Wealth Advisors Hosts Dr. Erica Saphire to Discuss Leading COVID-19 Research
Dowling & Yahnke Update Video: The Disconnect Between the Stock Market and Economy
Dowling & Yahnke Update Video: The Pandemic and Investment Discipline In Times of Market Unrest
Anna E. Diaz, CFP® - Lead Advisor at Dowling & Yahnke Wealth Advisors
Dowling & Yahnke is Moving!
Jacqueline Bell, CFA, CFP®, Advisor at Dowling & Yahnke
Hope Carlson, Dowling & Yahnke
Mark Wernig, CFP®, Advisor at Dowling & Yahnke
Dowling & Yahnke Founding Story
Dowling & Yahnke Wealth Advisors
Social Security - Two Important Questions
Social Security - Longevity Risks