Dadko Wealth Management | Stuart, Florida | Financial Advisors

We are Michael Dadko, CERTIFIED FINANCIAL PLANNER® and Diane Dadko, CERTIFIED FINANCIAL PLANNER®, a wealth management and financial planning team, supported by our assistant, April Pearson.

Dadko Wealth Management offers a holistic approach to wealth management and investments 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

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.

Certified Divorce Financial Analyst®

The Institute for Divorce Financial Analysts (IDFA®) is the premier national organization supporting of the use of financial professionals in the divorce arena.

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

Diane M. Dadko, CFP®

Private Client Associate

April G. Pearson

Private Client Associate

Exciting News: Introducing Dadko Wealth Management!

After many years of using Sailfish Wealth Management as our group name, we have decided to simplify it to Dadko Wealth Management.

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.

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.

Retirement Planning

Don’t stress about retirement – look forward to it! Together we can develop a retirement plan to help ensure you meet your needs and goals, living out the lifestyle you envision.

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.