About Us :: Who We Are
D. L. Blain & Co., LLC is an independent, fee-only wealth management firm located in New Bern, North Carolina. Our mission is to provide superior wealth management services to our clients, enabling them to achieve their own unique financial goals.
Our approach to wealth management is to fully understand your financial goals and create actionable strategies to help you achieve them. To that end we offer comprehensive investment management, financial planning, private equity, and realty consulting services.
Our clients include individuals and families, trusts, businesses, charitable organizations and employee benefit plans, who wish to delegate the day-to-day responsibility of wealth management services to a professional.
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 remuneration from any source other than directly from our clients. And, you pay only for the services you want 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.
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