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Helping clients achieve financial freedom

Whether you’re looking to save for retirement or already enjoying retirement, we have the services and experience to meet your needs and secure your financial peace of mind.

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.

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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.

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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.