Services for every client
Wealth Management
Asset Allocation
Investment Selection
Tax Mitigation
Risk Tolerance
Private Investment
Financial Planning
Financial Independence Planning
Tax Planning and Tax Strategies
Estate Planning
Charitable Planning
Education Planning
About us
Relationships are built on trust and trust is built through listening and giving unbiased advice ranging from financial planning to customized investment portfolios. As a privately held firm, we can listen to our clients and build plans that suit their specific needs.
No two clients are the same, and therefore no two portfolios should be the same. We are not looking to grow based on the quantity of clients but based on the quality of people we can grow with.
Danny Miladinovich, CEO & Owner
CPA, CFP®, MST, RICP®, CLU®, CAP®
Danny started DKM in 2021 to give himself more freedom and flexibility to give his clients the service they deserve. He previously worked at Northwestern Mutual, where he became the Estate and Business Planning Specialist for Orange County, working with more than 100 business owners on all topics ranging from succession planning, employee incentive plans, insurance, investments, estate planning and tax mitigation. Danny served as the President of the San Joaquin Estate Planning Council from 2020-2022.
Taylor Welz, Senior Advisor
CPA/PFS, CFP®
Taylor joined DKM in 2022. Taylor has over 30 years of experience in the investment industry working with retirees, retirement plans, business owners, and highly compensated employees of closely-held businesses. Prior to DKM, Taylor was the President and Chief Compliance Officer of Welz Financial Services, Inc. and prior to that he founded the Investment Advisory Services Department at Bowman & Company, LLP.
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About our firm
DKM Wealth Management, Inc. ("DKM") is an independent Registered Investment Advisory (RIA) firm that specializes in wealth management and financial planning. We are a fee-only advisor, meaning we only receive fees based on the assets we manage and we accept no commissions. As a fiduciary to our clients, we always act in their best interest.