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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.
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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.
COMPASS UPDATE
Topics to include:
US economy and geopolitics - What to expect in 2026.
Local Economy – Brightline, Witham Airport, Growth.
Foreign Affairs – NATO, Foreign assistance.
Thursday, January 15th
4:00pm-5:00pm Forum
5:00pm-6:30pm Cocktails
Willoughby Golf Club
3001 Southeast Doubleton Drive, Stuart, FL 34997
Up Next: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 02, 2026
Seize Opportunities to Maximize Your Retirement Savings
Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.