Drew Benson,

As president and founder of Benson Wealth Management, a Certified Financial Planner^® professional and a senior wealth advisor with Raymond James Financial Services, I have over a decade of experience in the financial industry and the privilege of walking alongside families, business owners and individuals who are navigating complex financial dynamics. My approach is personal and proactive. When you partner with me, I want to understand what matters most to you, and I aim to be the first person you call when you are facing a significant financial decision – whether it is buying a new business, planning a charitable gift or simply deciding whether to lease or buy your next car.

At Benson Wealth Management, our work centers on two primary niches. First, we serve high-net-worth families seeking comprehensive and sophisticated wealth management that integrates investment management, tax planning, estate design and multigenerational planning. These groups often face unique and interconnected financial considerations, and our practice is structured to provide the clarity, strategy and coordination needed to navigate them confidently. Second, we advise business owners who are preparing for growth, transition or eventual exit from their business.

As a Certified Exit Planning Advisor (CEPA^®), my work with business owners focuses on business succession and transition planning. This includes helping owners clarify personal, family and financial goals; understand the range of transition options available to them; and prepare thoughtfully for major changes well in advance. My role is centered on planning, preparation and alignment, working collaboratively with clients and their existing advisors to help ensure decisions are intentional, coordinated and consistent with long-term objectives.

One of the aspects that most shapes my perspective is that I did not begin my career in wealth management. I am a trained economist, holding a bachelor’s degree in economics from Grove City College and a master’s degree in economics from San José State University, where I focused on monetary theory and macroeconomic trends. I began my career as an economist at ITR Economics, a macroeconomic forecasting and consulting firm, before moving into research consulting at Forrester Research. That background continues to inform my work every day, bringing a deep understanding of interest rates, inflation, market cycles and policy shifts to client conversations. I remain a student of economic history, particularly the Great Depression and the 2008 financial crisis, both of which continue to shape my thinking.

Beyond my work with clients, I am also a co-founder and co-managing partner of True North Wealth Management Group, an organization dedicated to supporting independent financial advisors, primarily throughout New England. Helping advisors thrive in an independent model while remaining deeply client-focused is a meaningful part of what inspires me today.

I genuinely love this work and the people I serve. I have always had an entrepreneurial spirit, and it has been deeply fulfilling to build a practice aligned with my values, my team and my clients. I am grateful to work alongside a dedicated and talented team whose professionalism and care strengthen our business every day.

Outside of work, life is full and joyfully chaotic. My wife, Rebecca, and I live in southern New Hampshire with our seven children. We raise chickens, enjoy life with our dogs and spend our spare time traveling, golfing, hiking, skiing and RVing as a family. More than anything, I believe that relationships are the most valuable investment we can make – whether with our families, clients, colleagues, church or community.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, Certified Financial Planner^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

AAMS^® and Accredited Asset Management Specialist^® are registered service marks of the College for Financial Planning.

Raymond James is not affiliated with any organization mentioned above.