Dadko Wealth Management | Stuart, Florida | Financial Advisors

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.

Dadko Wealth Management offers a holistic approach to wealth management and investments, Creating Financial Clarity through the lens of a long-term, consultative relationship. Our unique financial planning and consultative process starts by building a relationship with you. We learn what matters most to you and systematically address each of your goals and concerns, recommending a personalized financial road map intended to take you through life.

We recognize that with financial success comes responsibility and complexity. With each client, we create a financial plan that encompasses investment strategy, retirement, estate planning, tax planning, insurance planning and charitable giving. We then review your plan on a periodic basis, making recommendations as necessary.

We will work with you to preserve and build your wealth for today and the future.

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.

Michael D. Dadko, CFP®, CLTC®, CDFA®

Executive Vice President / Wealth Management, Financial Advisor

William (Bill) Simpson

Vice President, Financial Advisor

Diane M. Dadko, CFP®

Private Client Associate

April G. Pearson

Wealth Planning Associate

Sandra R. Swaby

Private Client Associate

Exciting News!

Michael D. Dadko CFP®, CLTC®, CDFA® named to Forbes 2025 Best-In-State Wealth Advisors List

What We Do

No matter where you are in life – we’re here for you through every step of your financial journey.

Holistic Financial Planning & Consultative Process

Our unique financial planning and consultative process includes you every step of the way, creating a vision with the focus on you and a plan for every stage of your life. No matter where you are in life—or where the people who matter the most to you are in their lives—we provide a broad range of financial planning services that can address your current and future needs and goals.

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.