A broker represents the client, not the bank
Avenox was founded in 2025 in Chapala on a simple conviction: most people and businesses don't get the best solution in the market because they only ever see the one from the institution where they already bank. Opening that up, and running the whole process, is the job.
Ulises Baldemar Vilches Gómez
Managing Director
Business administration graduate. Fifteen-plus years in Mexican banking and insurance, in management roles at Principal, Banamex and HSBC, across commercial banking, investment banking and wealth and insurance advisory. That background is the point of Avenox: knowing how institutions decide, so he can negotiate on the client's side. Since founding the firm he has placed more than 1 billion pesos in financing and investment, and about a third of his clients are foreigners living at Lake Chapala, whom he advises on insurance, investment and protecting their assets in Mexico. Works in Spanish and English, from the office in San Antonio Tlayacapan or at your home or business.
Certifications
- AMIB certification (Mexican securities industry)
- Anti-money-laundering (PLD/FT) certification
- CNSF insurance-agent certification
- CONSAR certification (retirement savings)
- Certified GNP Seguros agent
What guides the work
Integrity and transparency
Honest recommendations, every step.
The client's goals first
Not the product that pays the most commission.
Professional rigour
Technical advice based on real experience.
The whole market
Including the options your bank won't mention.
Long-term relationships
A good closing is the beginning, not the end.
- 15+ Years in banking and insurance
- MXN 1 bn+ Placed in financing and investment
- 40+ Partner institutions
- 35% Clients are Lakeside expats