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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
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.
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.
Council on Aging SAGE Awards 2025
Congratulations to the Council on Aging's 2025 Sage Awards Honorees!
Mary's Home 2025 Fashion Show and Luncheon
Always a beautiful event! We had such a great time!
South Fork Wrestling
Our daughters are on the South Fork High School girls’ Varsity Wrestling team for the second year.
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: 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 Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 24, 2025
Remaining Disciplined During Market Downturns
Market downturns can shake your confidence, but discipline is your greatest ally. This is an excellent time to review your financial plan with your advisor to ensure you are on track to meet your retirement goals or other financial goals. If your financial advisor has not prepared a financial plan for you then ask why or call me: 772-219-2026
#MarketVolatility #Investing #WealthManagement #Janney
April 11, 2025
FORBES 2025 BEST-IN-STATE WEALTH ADVISORS LIST
We are excited and honored to announce that Michael D. Dadko, CFP®️, CLTC®️, CDFA®️ has been recognized on Forbes 2025 Best-In-State Wealth Advisors List.
Thank you to everyone who has supported our practice and my efforts to provide the best wealth management and financial planning has to offer, making it possible for me to receive this distinction.
I look forward to many more years in the industry and the challenge of maintaining the standard we’ve achieved.
*For more information about any awards referenced, including relevant criteria, please visit https://www.janney.com/awards-disclosures.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.