DPM Finanzas

FFinancial Advisory Company (EAF), authorised, regulated and supervised by the CNMV and registered with CNMV registration number (132).

With more than 20 years of experience in the financial sector, we help investors make the best investment decisions, select products and services, reduce their operating expenses, and continuously track their wealth.

  • More than 20 years of EXPERIENCE in the financial sector

  • TOTAL absence of conflicts of interest

  • Selection of BEST products for quality, cost and taxation

  • Significant reduction of operating COSTS

  • We save our customers TIME and resources

  • PERSONALIZED advice

Our model

INDEPENDENT ADVICE

Customer reviews

100% recommended We have been with Carlos at DPM since he started, I am the third generation they advise, we are delighted with their services and with the returns achieved.
The treatment is always very close, clear and very professional.
Without a doubt, it is a very experienced team, with a lot of knowledge and who know what they are doing.
100% recommended

Juan, July 30, 2024

Excellence in Availability, Transparency and Results Carlos has shown exceptional availability, always being there to answer my questions. Their transparency in every step of the process has given me great confidence and peace of mind. However, the most important thing for me is the results, and in this respect, the profitability has been exceptional. I couldn’t be more pleased with their service.

Javier, July 29, 2024

Ten impeccable years I’ve been letting myself be advised by them for ten years and ten years in which I have nothing but good words. Professionalism, diligence and good treatment. Her transparent approach and her ability to explain complex concepts in a simple way gave me great peace of mind. Nothing more I can recommend to those looking for expert and reliable financial management.

Alberto, July 28, 2024

Excellent professionals Excellent professionals, they adapt to the needs of each client. I have been trusting them for more than four years now and they have always provided me with products and solutions tailored to my needs. I value his vision and independence very much.

Raul, July 28, 2024

Highly recommended. First-class professionals with personalized dedication Very close treatment, personalized attention and total availability. They provide professionalised management of your investments, and as they are not incentivised by any financial institution, they are able to offer you the products that best suit you to invest in. By having a large portfolio and good contacts in the financial sector, they are able to offer you investment opportunities that are not available to all types of investors, both due to the low commissions of the products, as well as investment opportunities in assets that are less known or inaccessible to the general public.

Expert, July 28, 2024

Their independence and way of investing is a plus After 10 years advising on family wealth, I can say that I am very happy with the returns obtained, with their professionalism and closeness.

Jorge, July 27, 2024

As an entrepreneur I must focus 100% on my business, but I cannot neglect our financial assets so that it continues to grow as time goes by. For this reason, in 2013 I made the decision to hire DPM Finanzas to help us make the investment decision. Since then we have seen our investments grow, we are regularly informed of their evolution and we have the security and peace of mind of having top-level professionals who monitor and protect our investments

Jorge Guilleuma, JG Automotive CEO

After a long career providing legal services to companies and corporations, I value the importance of having good professionals to help you in matters that are not your specialty. Naturally one should know that these services have a cost. Good service never comes at a low price. DPM Finanzas has been my financial advisor, providing me with value in investment decisions and the management of my wealth since 2014.

José Luis Huerta, Hogan Lovells partner

Although as a professional I participate in the financial markets, I like to have the help of DPM to make my investment decisions since I want to have objective opinions, professional investment theses and most importantly to help me control my emotions. Five years have passed and I have not missed the opportunity to recommend them to colleagues and friends.

José Rey, AXPO Trading Director

Our values

Our business model is focused on giving the best of ourselves to our clients avoiding any conflict of interest, and is based on the following values.

INTEGRITY AND HONESTY. All our actions must be comprehensive and honest, not only with our customers but with all the people we interact in our day to day (regulators, employees, suppliers, etc.).
THE CUSTOMER IN THE CENTER OF OUR DECISIONS. Our services have a single objective: to meet the needs of our clients, to provide a satisfactory response to their problems and to help them in their decision-making. All this within the strict framework of legality and the regulatory environment.
TRUST. Every day we work to obtain the trust of our clients, regulators, our shareholders and the society as a whole. But also of our employees, and therefore, team managers have an obligation to build trust among the members of their department. It is not just a commitment but a responsibility.
EXCELLENCE. All our processes and actions must seek excellence, we cannot afford errors in information, monitoring and control.
INDEPENDENCE AND TRANSPARENCY. We know that these values are what differentiate us from the rest and are part of the DNA of our company. Therefore, it is especially important that we be clear and transparent in our services (commissions, information, monitoring, etc.) with clients, suppliers, regulators and shareholders. Independence is a continuous and present requirement when selecting the best products, by not taking incentives, when selecting suppliers, etc.
INNOVATION. In the use of new technologies, process improvement or search for new financial products that allow us to offer our clients services of greater quality and safety.
TEAMWORK. We have the best team, not only because we have extraordinary professionals, but above all because of the collaboration model between individuals, departments and areas. And we have an internal regulation of conduct as a framework for action and relationship between all.

Our service is an alternative for those investors (individuals, companies or non-profit entities) who want Independent Financial Advice.

Advice

OUR SERVICE IS AN ALTERNATIVE FOR THOSE INVESTORS WHO WANT INDEPENDENT FINANCIAL ADVICE.