Grow with us

Grow with us in a professional, honest, and transparent manner.

Financial advice for high net worth individuals is built on trust, integrity, technical expertise, experience, excellence, and the values of both the advisor and the firm they work for.

That is why at DPM Finanzas we have been building our own personality from the beginning, under unbreakable principles. These principles are based on the complete absence of conflicts of interest, our exclusive dedication to specialized advisory services, and a rigorous investment process based solely on solid fundamentals, without restrictions regarding the type of product or custodian…

Our commitment is to always seek and select the best options for our clients, prioritizing their objectives and needs in every decision we make.

  • Knowledge and Experience

  • Professional Ethics

  • Integrity

  • Vocation for advice

  • Customer Orientation

Team and talent

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Why DPM Finance?

BECAUSE WE ARE FULLY ALIGNED TO MEET YOUR NEEDS AND THOSE OF OUR CLIENTS.

We provide Independent Advice only.

A consolidated, demanded and successful model.
Our income comes directly from our clients, eliminating any conflict of interest. This allows us to focus exclusively on the financial needs of our clients, thereby building greater trust and credibility in the advice they receive.

We focus on enabling our team to dedicate the majority of their time to understanding and advising on client needs, thereby creating solid and enduring relationships of trust. At DPM Finanzas, we specialize in advisory services, avoiding tasks and functions that could distract us from what clients truly need. This approach allows us to offer comprehensive and specialized advice.

Our completely independent model, without proprietary products or ties, enables us to analyze all market options and recommend the best financial products and solutions for our clients.

We seek long-term trusted relationships with our clients, promoting ongoing financial advisory services provided by the same advisor over the years.

Our advisory services are independent of any financial institution and is offered in a global and integrated manner. This gives our clients the possibility of diversifying their wealth between different entities and jurisdictions when advisable. Such flexibility expands the scope of the advisor-client relationship to encompass the client’s entire wealth, ensuring a complete and personalized view of their financial needs.

Our reputation and high level of assets has allowed us to reach agreements with very advantageous conditions for all our clients in the main financial institutions.
This allows our clients to reduce their operating costs, expand their range of high-net-worth services, ease of operation and access to unique solutions. For our advisors, this means a more agile and easier implementation of their recommendations, while improving the overall profitability for our clients.

At DPM Finance, we strongly believe in a fair and transparent remuneration system that is fully aligned with the interests of our
clients and advisors. For this reason, we have developed a unique model that combines all the benefits of employment with a variable scheme linked to your billing. Our compensation system offers you security and growth.

Although advice is based on excellence in service, we have always defended that if we put technology by our side we will be able to make life easier for our clients and advisors.
Thanks to our solution and technological investment, it has allowed us to offer a multichannel, fully digitized and transparent service.

Consistency is the key to building greater strength and confidence in what one does. Since its inception, DPM has maintained its values, services and professionalism unwavering.
This has resulted in zero customer complaints in over a decade and a customer and employee retention level of over 90%.

JOIN DPM FINANCE


If you believe that your current advisory services could be offered in a broader, more transparent, more specialized, and fairly compensated manner, we want to meet you.

Join DPM Finanzas, and together we will provide the best independent advisory service to our clients.