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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 and supported by our Wealth Planning Associate, April Pearson, and Private Client Associate, Sandra Swaby. With over 95 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 that aligns with their financial goals – navigating decisions and identifying opportunities to potentially build wealth while managing risk to protect what they’ve built. We help families see the path toward their financial future more clearly.
Awards
FORBES 2026 BEST-IN-STATE WEALTH ADVISORS LIST
MICHAEL D. DADKO NAMED TO FORBES 2026 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.
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.
Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: 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.
Exciting News!
FORBES 2026 BEST-IN-STATE WEALTH ADVISORS LIST
Michael D. Dadko again named to Forbes Best-In-State Wealth Advisors List - 2026
2026 Elite Conference
Honored to present as part of a panel on financial planning and my team’s success with the top financial advisors across the firm.
Introducing our new Private Client Associate
Please join us in welcoming Sandra R. Swaby to the Dadko Wealth Management team!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 04, 2026
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
In recent years, legislative changes have expanded how 529 plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.