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Dowling & Yahnke LLC partners Mark Muñoz, chief operating officer, at left, and Dale Yahnke, co-founder and CEO, say being straight with clients about their disciplined investing style and hiring well-credentialed talent have been the company’s keys to success.

Stories this photo appears in:

Wealth Management Co. Builds Up People, Portfolios and Reputation

Creating Value Is at the Core of Many of Wealth Management Co.’s Moves

Investing is a long-term endeavor. So is building a company.

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