Helping Families Make Confident Financial Decisions
DKM Wealth Management provides personal, tax-aware investment management, and retirement guidance for families throughout California's Central Valley and beyond.
Whether you are approaching retirement, adjusting to the loss of a spouse, selling a business, managing an inheritance, or putting a trusted advisor in place for your family, DKM helps coordinate important financial decisions and make life easier.
Who We Help
We work with people who want a trusted advisor to help coordinate important financial decisions, simplify complex situations, and provide guidance when it matters most.
Retirees & Pre-Retirees
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Can I Retire?
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Social Security Decisions
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Roth Conversions
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Tax Planning
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Medicare Planning
Navigating Financial Change
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Loss of a Spouse
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Important Financial Decisions
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Retirement Transitions
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Health-Related Changes
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Organizing Your Financial Life
Managing an Inheritance
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Inherited IRAs
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Trust Distributions
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Tax Strategy
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Investment Guidance
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Long-Term Family Planning
Business Owners
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Planning for a Business Sale
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Business Retirement Plans
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Family Wealth
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Tax Coordination
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Legacy Planning
Services for Every Client
Wealth Management
Asset Allocation
Investment Selection
Tax-Aware Investing
Risk Tolerance
Ongoing Portfolio Monitoring
Financial Planning
Retirement Planning
Tax Planning & Roth Strategies
Estate Planning Coordination
Charitable Giving Strategies
Education & Family Planning
Why Clients Choose DKM
Most of our clients are looking for more than investment management. They want a trusted advisor who can help coordinate important financial decisions, simplify complex situations, and provide guidance when it matters most.
As a privately held firm, we have the flexibility to focus on our clients, not outside shareholders, sales quotas, or corporate agendas.
We are not focused on becoming the largest advisory firm. We are focused on building lasting relationships with people who value thoughtful advice, personal service, and long-term partnership.
When important financial decisions arise, our clients know they have a trusted advisor they can call. That's why we place a high value on responsiveness, communication, and being available when guidance is needed.
Meet the Advisor Team
A team focused on helping clients navigate important financial decisions through every stage of life.
Danny Miladinovich, CEO & Owner
CPA, CFP®, MST, RICP®, CLU®, CAP®
Danny founded DKM Wealth Management in 2021 to create the type of advisory firm he believed clients deserved: personal, responsive, and built around long-term relationships. He works closely with retirees, business owners, widows, and families navigating important financial decisions, helping coordinate investments, retirement planning, tax strategies, estate planning, and other complex financial matters.
Danny believes financial advice should be practical, proactive, and tailored to each client's unique situation. He previously served as President of the San Joaquin Estate Planning Council from 2020 through 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.
Zachary Welz, Advisor
CFP®
Zachary Welz graduated from Texas Southern University, with a degree in Finance and
a minor in accounting. As an NCAA Division 1 student-athlete, he was drafted by the
Los Angeles Angels in the 2015 MLB draft and went on to play 8 years of professional
baseball. He then worked for Fidelity Investments for over 2 years in Northern
California, focusing on financial planning, retirement planning, risk management and
investment consulting. Zach joined DKM in early 2025 and recently received his CFP® designation.
Contact
Independent. Fee-Only. Fiduciary.
DKM Wealth Management is an independent Registered Investment Advisor serving families throughout California's Central Valley and beyond.
As a fee-only fiduciary firm, we receive no commissions and are legally required to act in our clients' best interests. Our focus is simple: helping clients make informed financial decisions through thoughtful planning, investment management, and ongoing guidance.