President’s Message

D. L. Blain & Co. is an independent Fee-Only™ multi-family office located in New Bern, North Carolina. Our mission is to provide superior investment management and wealth planning services to our clients, enabling them to achieve their own unique financial goals. We achieve this by providing a global perspective on comprehensive, personal wealth advice in a family-centric environment.

Our approach to wealth management is to fully understand our clients’ financial goals and create actionable strategies to help them achieve them. To that end, we provide objective, independent and flexible advice, designed around the unique circumstances of each family or individual we serve. We advise our clients on portfolio management and comprehensive advisory services relating to topics such as financial planning, estates, taxes, insurance, family business and real estate.

At D. L. Blain & Co., we believe independence leads to objectivity. We do not sell any products, earn commissions, accept or pay referral fees, or otherwise receive compensation from any source other than directly from our clients. And, you pay only for the services you want and need without hidden costs or fees. As an independent, Fee-Only firm, our sole purpose is to provide our clients with objective advice to help ensure they are financially successful.