Home page hero banner
We are Michael Dadko, CFP® and Diane Dadko, CFP®, a husband-and-wife investment management and financial planning team based in Stuart, FL, alongside Financial Advisor, William Simpson, and supported by our Wealth Planning Associate, April Pearson, and Private Client Associate, Sandra Swaby. With over 135 years of combined experience, we specialize in guiding families through various market cycles—from recessions to prosperous economic periods. Our expertise helps families chart a course toward their financial goals, capitalizing on opportunities to build wealth while protecting their assets. We help families see the path toward their financial future more clearly.
Awards
FORBES 2025 BEST-IN-STATE WEALTH ADVISORS LIST
MICHAEL D. DADKO NAMED TO FORBES 2025 BEST-IN-STATE WEALTH ADVISORS LIST
CERTIFIED FINANCIAL PLANNER®
CFP® certification is the standard of excellence for financial planners.
Certification for Long-Term Care®
CLTC® Certification for Long-Term Care educates professionals on the critical importance of extended care planning.
Our Team
At Dadko Wealth Management, our purpose is to help Create Financial Clarity by considering the whole picture through investment strategy, financial planning, tax planning, estate planning, risk management, and charitable giving.
... Read more.
Read less.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
EAGLE Consultative Process
Our unique financial planning process creates financial clarity - A vision with the focus on you and a plan for every stage of your life - Including you every step of the way.
Divorce Financial Planning
If you believe your marriage is heading for divorce, you will want to be financially prepared, for the divorce process and what comes after.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Catholic Charities Caritas Dei Bishop's Gala 2026
Omnia vestra in caritate fiant.
Tunnel 2 Towers Benefit Concert at Lyric Theater
What a performance by Eirinn Abu and the Miami Sound Machine! So happy to sponsor this show in support of Tunnel2Towers
Council on Aging SAGE Awards 2025
Congratulations to the Council on Aging's 2025 Sage Awards Honorees!
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 01, 2025
A Family Conversation on Estate Planning
Having a conversation regarding your estate plan can help ensure that everyone involved in the eventual management and settlement of your estate understands your wishes.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.