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Dowling and Yahnke is an independent, fee‐only registered investment adviser. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed to secure the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 clients, primarily individuals, families, and nonprofit organizations. 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.
Legacy Financial Services Group, Llc is a Traverse City, MI-based company in the Financial Services sector.
Fortress Investment Group LLC is one of the leading companies in the Financial Services sector.
Horizons Wealth Management is a Candler, NC-based company in the Financial Services sector.
Thomvest Ventures is a venture capital fund backed by Peter Thomson. The firm is focused on financial and property technology, cybersecurity and cloud and AI infrastructure. Thomvest Ventures has been investing in entrepreneurs for more than 25 years through its offices in Silicon Valley and Toronto. The firm is committed to helping our companies` become leaders in their fields through leveraging our industry expertise and company-building experience.