2521 Wealth Management is a fee-only financial planning firm built to give you more time and clarity. We provide sophisticated, high-level service for everyday families who suddenly realize they have more wealth than they expected when they first started their career. We skip the corporate jargon and tell you in simple, plain terms what you need to do to achieve your financial goals.
What we do
Make optimal money decisions to help you achieve your financial goals.
Investment portfolios designed for your specific life circumstances.
Don't pay the IRS any more than you must.
Let your loved ones grieve and celebrate your life without financial headaches.
Protect the life you've built for yourself.
Who we serve
Building careers and families at the same time, and wanting to do both well. They're looking for clarity on how to grow a strong financial future, invest wisely for retirement and their children, and keep a rising tax bill in check.
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Diligent savers approaching or already enjoying retirement. The questions turn practical: whether the lifestyle they've built will last, which accounts to draw from first, and when to take social security.
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An owner who's spent years building something of real value and is thinking about what comes next. The work is mitigating capital gains, turning proceeds into a reliable paycheck, and keeping a family's legacy alive.
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Meet your advisor
CFP® · CFA® Charterholder
MBA, University of Texas at San Antonio
David Hillner is the founder and owner of 2521 Wealth Management. He is guided by his ideals and grounded by his pragmatism. He hopes to be as helpful as possible to the people in his life. Sometimes that is helping a person obtain financial clarity and freedom — sometimes it's just getting tacos on a Tuesday.
David obtained an MBA from the University of Texas at San Antonio. He holds the CFP® designation and is a CFA® charterholder.
Away from the office, he enjoys board games, tennis, skiing, hiking, smoking briskets, and birdwatching. His greatest joy is being with his wife and their three adventurous children.
Why we exist
Mission
To promote human flourishing through financial clarity and freedom.
Vision
Our clients have more time and peace of mind to spend their days on what matters most to them.
Values
Regardless of circumstances, we make decisions for our clients' best interest — every single time.
Every human has unimaginably great potential. Every discussion with or about a person needs to help that person recognize their potential.
Businesses must be profitable on average to maintain their impact and legacy. And people are infinitely more valuable than the bottom line. We treat others the way we'd want to be treated.
Our clients pay us to provide value that is some multiple higher than the fee they pay. We earn that fee by delivering excellence in every aspect of our business.
If something is worth doing, it's worth not quitting.
If you want to go fast, go alone. If you want to go far, go together.
Please schedule an appointment to meet virtually or in our San Antonio office.
Schedule a consultation