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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.

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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.

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In the Community

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.

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