Measured Wealth

What Measured Wealth does

Measured Wealth Private Client Group, LLC is a privately held, SEC-registered investment advisor that provides fee-based wealth management and financial advisory services to individuals, families, small business owners, and nonprofit organizations. Founded by Ed Benway and headquartered at 303 Islington Street in Portsmouth, New Hampshire, the firm operates a boutique advisory model supported by a team of 1-10 employees and credentialed professionals across CFP, CFA, CMT, CLU, and CSLP designations. The firm has been continuously operating for over 30 years and currently maintains a secondary office in Lauderdale By The Sea, Florida, serving clients across New England and Southeast Florida.

The firm's investment platform is built on two branded strategies. Core Portfolios comprise model portfolios constructed and managed across risk tolerances, with sector allocation, U.S. versus international equity exposure, and fixed income strategies guided by economic indicators. Ultra Portfolio is an actively managed multi-cap equity strategy that uses rigorous stock screening, momentum and valuation analysis, and targeted ETF exposure. Investment decision-making draws on quantitative models, fundamental research, and technical analysis. The advisory practice is supplemented by the Financial Futures podcast, distributed across Apple Podcasts, Spotify, Amazon Music, and iHeart, and a library of educational guides such as 'Building Legacies, Securing Futures.'

The firm monetizes through recurring investment advisory fees billed annually under written advisory agreements, with the fee schedule disclosed in its ADV Part 2A brochure. Distribution is sales-led and direct, predicated on a mutual selection process that limits client acceptance to maintain a deliberately select client base. The firm has no external private equity or venture capital backing, no parent company, no public listing, and no disclosed revenue. Growth is driven principally by referrals, content marketing, and recurring partnerships with adjacent professionals in legal, tax, Medicare, and 401(k) plan services.

Name

Measured Wealth

Legal name

Measured Wealth Private Client Group, LLC

Website

https://measuredwealth.net

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

Measured Wealth Private Client Group is a privately held, SEC-registered investment advisor that provides fee-based wealth management, retirement, tax, and estate planning services to pre-retirees, retirees, successful individuals, small business owners, and nonprofits across New England and Southeast Florida.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth management
• Retirement planning
• Investment advisory
• Portfolio management
• Financial planning

Headquarters

HQ city

Portsmouth

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

1. Investment Advisory Fees: Fee-based investment advisory services as a Registered Investment Advisor. Services include portfolio management, financial planning, and related advisory services. The firm maintains compliance with SEC disclosure requirements and provides ADV Part 2A disclosure brochure describing business operations, management, services, and fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Measured Wealth is a SEC-registered investment advisor providing personalized wealth management and financial advisory services to individuals, families, and small business owners. Its core offerings include risk management, retirement planning, portfolio management, insurance planning, tax planning, and education savings planning, delivered through a team-based, high-touch advisory model supplemented by two branded portfolio strategies (Core Portfolios and Ultra Portfolio).

Product overview

Measured Wealth Private Client Group is a unified wealth management and financial advisory service organized as a single core offering supplemented by branded investment strategies and educational content. The primary product is the full suite of personalized financial advisory services (risk management, retirement planning, portfolio management, insurance planning, tax planning, and education savings planning), delivered through dedicated advisors via a team-based, high-touch model. This core advisory service is complemented by two branded investment strategies — Core Portfolios (model portfolios constructed for different risk tolerances using sector allocation, international exposure, and fixed income strategies) and Ultra Portfolio (an actively managed, multi-cap strategy using stock screening and ETF exposure). The firm further supports its advisory practice with the Financial Futures Podcast (a branded educational podcast series) and a library of downloadable Guides (e.g., 'Building Legacies, Securing Futures'). All services are accessed through traditional client-advisor relationships; no self-service software platform or API is offered.

Differentiator

Problem solved

Functional benefit

Brands

• Financial Futures Podcast: A podcast series bringing fresh insights on retirement, investing, and financial planning, hosted by George Zaharopoulos.

Products and services

• Measured Wealth Private Client Group (Wealth Management Advisory) Full-service personalized wealth management and financial advisory offering for individuals, families, and small business owners. Includes risk management, retirement planning, portfolio management, insurance planning, tax planning, and education savings planning, delivered through dedicated advisors via written advisory agreements.
• Core Portfolios Model investment portfolios constructed and managed by Measured Wealth across different risk tolerances, incorporating sector allocation, U.S. versus international exposure, and fixed income strategies guided by economic indicators. Offered to advisory clients as part of the firm's portfolio management service.
• Ultra Portfolio An actively managed investment strategy that invests across small-cap innovators to large-cap leaders using rigorous stock screening, momentum and valuation analysis, and targeted ETF exposure, aiming to uncover opportunities that passive strategies may miss. Offered through the Measured Wealth advisory engagement.

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Forman Law GroupcoreStrategic or Co-development PartnerEstate planning attorney Claire DeLorenzo of Forman Law Group appears as a recurring guest on the Financial Futures podcast, discussing topics including trusts, estate planning simplification, and trust beneficiary strategies. The partnership provides clients with access to legal expertise for comprehensive estate planning.
• SetAway LLCcoreStrategic or Co-development PartnerRetirement plan sales consultant Leander Macvane of SetAway LLC discusses 401(k) plan strategies on the Financial Futures podcast. The partnership helps business clients navigate retirement plan setup and management.
• Doran Independent InsuranceminorStrategic or Co-development PartnerPaul Doran, owner of Doran Independent Insurance with over 30 years of Medicare expertise, appears on the Financial Futures podcast to help listeners understand Medicare coverage, costs, and choices in retirement.
• McLeod AscaniominorStrategic or Co-development PartnerMatt Barbour, Managing Partner of McLeod Ascanio in Portland, Maine, discusses tax legislation impacts on individual taxpayers on the Financial Futures podcast, providing tax planning expertise to clients.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Mariner Wealth Advisors: Mariner is a national RIA offering comprehensive wealth advisory, tax, estate, and retirement planning services to individuals and small business owners. It is the closest scaled analog to Measured Wealth's holistic, high-touch model and provides a benchmark for what a successful multi-state RIA rollout looks like.
• Creative Planning: Creative Planning is a large fee-only RIA providing unified financial planning, investment management, and tax services to individuals and business owners nationwide. It mirrors Measured Wealth's holistic-service positioning and represents a comparable end-state for a content- and referral-driven growth playbook.
• Carson Group: Carson Group is a wealth management firm that serves financial advisors and end clients through coaching, technology, and advisory services. It is comparable to Measured Wealth as a multi-channel advisory platform with strong content, podcast, and educational marketing infrastructure.
• Savant Wealth Management: Savant is a fee-only RIA offering financial planning, investment management, and tax services to individuals, families, and small business owners, primarily in the Midwest. It is a strong size and business-model peer for Measured Wealth's boutique-to-mid-market trajectory.
• Commonwealth Financial Network: Commonwealth is an independent broker-dealer and RIA supporting financial advisors with practice management, compliance, and investment solutions. It is comparable to Measured Wealth in serving independent advisors and offers a contrast in scale and infrastructure.
• North Star Resource Group: North Star is a financial advisory firm providing retirement, estate, and wealth planning to individuals and business owners. Its small-team, multi-office, holistic advisory model is structurally similar to Measured Wealth's approach.

Broad incumbents

• Fisher Investments: Fisher Investments is a large, well-established investment management firm serving high-net-worth individuals and institutions. It is comparable as a portfolio management competitor in the HNW segment that Measured Wealth also targets with its Ultra Portfolio and Core Portfolio strategies.
• Edward Jones: Edward Jones is a national wealth management franchise with thousands of branch advisors serving mass-affluent and pre-retiree clients. It directly competes with Measured Wealth for the same retirement-planning and small-business client segments but at vastly greater scale.
• LPL Financial: LPL Financial is the largest independent broker-dealer in the U.S., providing infrastructure and investment products to thousands of independent RIAs and advisors. It is comparable to Measured Wealth as a competitor for clients and as an affiliation option if Measured Wealth ever joins an OSJ or RIA custody platform.
• Cetera Financial Group: Cetera is a network of independent financial advisors and RIAs offering wealth management and advisory platforms. It is comparable as an alternative affiliation platform for Measured Wealth and as a competitor in the regional independent advisor space.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks1 record

Key highlights6 records

Customer concentration

• Facebookfacebook.com/measuredwealth
• LinkedInlinkedin.com/company/measured-wealth-private-client-group-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Measured Wealth