Financial Planning Solutions Centered Around Your Life

Improve your return on life with our goals-based approach to optimizing your wealth. If YOU can dream it, WE can help you get there.

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Meet Dion R. Padilla

Dion R. Padilla is a wealth advisor who is dedicated to helping individuals and HNW families break down complex financial topics to create comprehensive financial planning solutions.

Our Philosophy

At Padilla Wealth Management, acting in your best interests is paramount. Our ethics, goals-based planning, and personalized management create the foundation of our firm.

Unique Expertise

With an in-depth understanding of company benefits and executive compensation plans, we specialize in providing guidance and advice to C- and Mid-level employees at Fortune 500 companies.

Our Clients

We cater to Executives, Mid-Level Employees, and Families who seek guidance with their wealth management needs and understand the value and importance in working with an advisory firm.

Discovery Meeting

Every client has their own unique financial picture. That's why we take the time to truly listen to you. Let’s get to know each other and see how we can help with your wealth management needs.

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Your Risk Number®

Using Riskalyze’s patented technology, we objectively calculate an investor’s true risk tolerance using a scientific framework that
won the Nobel Prize for Economics.

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Market Commentary

Hear our in-house portfolio manager's take on the state of the markets and economy, along with other views on topics that matter most to you and your wealth. Happy reading!

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At the heart of our core values is a commitment to deliver a level of personal attention and professional excellence that will build your trust in us for a lifetime.
- Dion R. Padilla