Resource Center
We provide customized financial solutions to successful families and individuals who have better things to do than worry about the details of their financial affairs.
Invest in Your Life, Not Just Your Portfolio
David’s first book offers readers practical financial guidance. Rather than an investment how-to, this work focuses on discovering how to put your money to work for you to gain financial independence as you define it. Through both storytelling and analyses, this book presents a revolutionary approach to defining goals and building a portfolio with a purpose.
“I have walked with many such folks as they took the steps toward financial independence. In this book, I hope to guide you along your path, too. I can share with you the wisdom, facts, and concrete measures I know have worked for many others. I can show you how to build your portfolio to attain financial freedom, but what I cannot tell you is what to do with it once you get it. That is up to you to decide.”
-David L. Blain, CFA, CEO
Our Insights
Stay up to date with the latest trends in personal finance and investing by reading our regularly updated blog and watching our webinars.
Industry Partnerships
We value the strong partnerships we have built with leading organizations in the financial industry.
Frequently Asked Questions
Have a question about our services or the wealth management process? Check out our frequently asked questions page for quick and helpful answers.
