EAF

INDEPENDENT FINANCIAL ADVICE

We help you make the best investment decisions.

FINANCIAL PLANNING

Start today to build your future.

CORPORATE FINANCE

ECONOMIC REPORTS

Transform your business with our help

Request the analysis you need

INDEPENDENT FINANCIAL ADVICE

NO CONFLICTS OF INTEREST

"Fee only" advisory firm

WITHOUT OWN PRODUCT

We always recommend the best product on the market.

WE DO NOT BELONG TO ANY FINANCIAL GROUP

We do not have interference in decision making

DILATED EXPERIENCE

With over 20 years of media experience in the financial world

&

BEST

Spanish Advisory Firm

AWARDED for the 2nd consecutive year

1#

technology

IN YOUR HANDS

We make your life easier
DPM app!

YOUR INVESTMENT DECISIONS IN "

with our App

&

ANOTHER WAY

of inversting!

...begins

THE BEST INVESTMENT

by selecting your financial advisor!

 

About DPM Finanzas

We are a Spanish IFA that exclusively provides Independent Financial Advice. With more than 20 years of experience in the financial sector, we help investors to take the best investment decisions, select the best available products, reduce their operating expenses and continuously monitor their assets. NO conflicts of interest WITHOUT own product WITHOUT belonging to a financial group

#ANOTHER WAY TO INVEST

ADVANTAGES


DPM FINANZAS

+

INDEPENDENT FINANCIAL ADVISORY

More Information
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Advisory team EXPERIENCE
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Tailored financial recommendations
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Conflicts of interest
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Own product
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BEST products Selection
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Cost REDUCTION >50%
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Regulated by CNMV
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Invest for FUNDAMENTALS
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Customers CLAIMS last 5 years
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WARDED best Financial Advisory Firm in Spain

EAF

Spain Independent Financial Adviser

We provide the following services

 

Continous Advisory

We help you make the best investment decisions
For those customers seeking a service normally delivering an analysis and follow-up of their investments, according to their needs and knowledge. A detailed information on the development of their investments, plus personal recommendations on one or more operations concerning financial instruments, either answering their requests or through DPM Finances´ own initiative. Read more

Financial planning

Begin today to build your future
Our financial planning consists in the creation and follow-up of a global patrimonial plan, suited to the needs of a particular client throughout his life, with a view to anticipate contingencies. While covering the proposed objectives, issues of relevance are taken into consideration, such as the client´s financial needs, his savings, protection (insurance) and fiscal requirements. Read more

Corporate Finance

Transform your business with our help
Our goal is to advise our customers ( investors, businesses or institutions) in M&A, debt or business restructuring, help top management decision -making or transformation process. Read more

Economic reports

Request your analysis needs
Drafting of investment reports and financial analyses, plus other means of comprehensive advice, in relation to operations involving financial instruments. Read more

Our GOAL

Help our clients to cover their financial needs and objectives, through a long-term relationship and in-depth knowledge of their liquidity needs, their knowledge and experience and their investment objectives, adapting our advice to changes in their profile to the long of the time.

MULTI-PLATAFORMA

Usted elige con que entidad financiera quiere operar

Usted puede elegir libremente con que bancos, aseguradoras o brokers quiere operar y beneficiarse si así de lo desea de los acuerdos a nivel institucional que tenemos firmados con diversas entidades nacionales e internacionales.

MULTI-PRODUCTO

Fondos, acciones, bonos, depósitos, planes de pensión, seguros...

Podemos asesorarle en diferentes tipos de productos según sus conocimientos, necesidades de liquidez, perfil de riesgo, situación fiscal, etc…

MULTI-ACTIVO

Le ayudamos a diversificar su patrimonio entre diferentes activos

Ayudamos al inversor a definir una cartera estratégica y táctica en diferentes activos  (bolsa, renta fija, materias primas…) así como a llevar su seguimiento, control y cambios necesarios en función de la coyuntura.

MULTI-JURISDICCIÓN

Puede tener depositadas sus inversiones en diferentes países

Usted puede diversificar su patrimonio en diferentes países si así lo desea.

“Our Latest”

eafi

We help you protect and monetize your assets!

Invest in a professional manner!