Measured Wealth Private Client Group

Measured Wealth Private Client Group

Measured Wealth Private Client Group opened in 2014 under Founder and President Edward H. Benway, building a registered investment advisor out of Portsmouth, New Hampshire. The firm serves individuals, families, small business owners, and pre-retirees, emphasizing a deliberate, planning-heavy approach. A secondary office in Lauderdale By The Sea, Florida extends its footprint along the Eastern Seaboard. The advisor team includes Chief Investment Officer Edward Miller, CFA, Managing Director Duncan Black, and multiple CFP practitioners who cover retirement income, tax planning, and education savings. Measured Wealth runs a multi-asset-class advisory book, managing portfolios of public equity, fixed income, and insurance-linked products through both discretionary and non-discretionary mandates. Its financial-planning engine layers in tax planning, estate planning, and retirement-income structuring — the firm’s website describes a holistic service stack rather than a niche allocation strategy. Public portfolio holdings and third-party manager relationships are not disclosed. The advisory roster reflects wirehouse and private-bank lineage: Senior Wealth Advisor George Zaharopoulos, CFA, CFP, joined from Wells Fargo Advisors, while Wealth Advisor Alejandra Borge previously worked within Morgan Stanley and Citi Private Bank. Measured Wealth lists a professional staff of roughly a dozen members, anchored by Benway and a compliance chief, Lori Weston, who brought over 20 years of Investment Advisers Act expertise. The firm added Victoria Gibbs in 2025 as a Wealth Advisor Associate, reflecting incremental headcount growth rather than a merger or platform acquisition. Adjacent vehicles — such as a philanthropic foundation or operating business — are not disclosed. The firm started a branded “Financial Futures Podcast” to deliver market commentary, which serves as its primary public content engine. Measured Wealth’s structural signature is its location: a compact RIA operating from a single primary office in coastal New Hampshire with a small satellite in Florida, competing for family-office-minded clients against national roll-up platforms. The advisory team blends investment-management credentials — multiple CFAs and CPAs — with a planning-led service model typical of firms that tilt toward retirement distribution rather than venture-style direct investing. Governance remains tightly held by the founder, with no indication of external capital or private-equity backing.