About Us

Our Firm

Founded in 2006 by CEO and President, Dion R. Padilla, our firm was established to serve as a truly independent advisory firm. One that serves a specific group of clientele – Fortune 500 corporate executives, mid-level employees, and high-net-worth families. We realized that our clients were looking for a variety of solutions to their wealth management needs so we set out to build a practice free from conflict, high fees, and in-house products, typically found at wirehouses. We specialize in retirement planning for employees of San Antonio’s most prominent corporations including AT&T, Valero, NuStar, USAA, Whataburger, HOLT Caterpillar, Biodynamic Research Corporation, and more.* With a deep knowledge of these corporations’ employee benefits packages and executive compensation plans, we create and execute client-driven, goals-based, life-centered financial plans that empower our clients to make sound financial decisions that are more closely aligned to their true goals.

Our Philosophy

We serve as educators, collaborators, and advocates for our clients. We are guided by a fiduciary duty to maintain the highest levels of integrity, trust, and ethical standards in everything we do. Providing objective and meaningful wealth management solutions is solely driven by the needs of our clients and never by the needs of the firm. These cornerstones create the value we are committed to deliver our clients. Our dedication to this philosophy sets the standard to always place our clients’ best interests first.

In the Community

A commitment to the San Antonio community has always been a core element of the culture at Padilla Wealth Management. We are active in charitable, community and religious organizations, including the San Antonio Food Bank, Chet Todd Memorial, Hill Country Family Services, Marine Toys for Tots, and many more. Our firm sponsors several events throughout the region, supporting educational, civic and social causes, which helps infuse our identity into the greater San Antonio community.

To inquire about community partnerships, contact info@padillawmg.com

OUR MISSION
To be recognized as a premier wealth management and advisory firm that empowers its clients to achieve their fullest potential in quality of life and financial security by delivering sound solutions that meet their goals and objectives. In the performance of our duties, we will execute the highest level of professional service, attention to detail, and sound management of financial resources. We humbly carry out this mission every day with honor and a commitment to serve our clients with passion and veracity.

OUR DIFFERENCE
PERSONALIZED APPROACH

The “getting to know you” stage of any client engagement is crucial to long-term success. Our client discovery meetings are thorough, and we take the time necessary to fully understand your entire financial picture. We will discover what is meaningful to you about wealth. We’ll discuss your goals, ambitions, fears, health, financial concerns and experiences, workplace benefits, and everything else pertinent to helping you achieve success in your financial goals.

GOALS-BASED PLANNING

While investment performance is a key component to financial success, we believe there is more to wealth management than portfolio returns. We construct comprehensive plans that take into consideration your full picture. As your wealth and life circumstances change, we adjust your plan accordingly. Goals-based planning is the move from traditional performance-based planning to one that focuses on the progression towards your goals.

CLIENT-CENTRIC CULTURE

We serve with gratitude, dedication, and a relentless pursuit to do right by our clients. Our staff strives to deliver a “Client Experience” that exceeds your expectations. We hold ourselves accountable to deliver sound advice and appropriate wealth management solutions that are realistic and make a positive impact in our clients’ lives and enhance quality of life. As a fiduciary, our actions and recommendations are always in the best interest of our clients.