Benjamin MuchlerCRD Number: 3095504
Current Firm: Boston Research And Management, Inc.
Compensation Model: Fee Only
Benjamin Muchler (CRD# 3095504) joined Boston Research and Management in 2006. His primary responsibilities include Portfolio Management, Financial Planning, and developing alternative strategies. Ben is also instrumental in the day to day operations of the firm and serves as a direct contact for many of our clients.
Ben obtained degrees in both Finance and Economics from the Sigmund Weis School of Business at Susquehanna University in his home state of Pennsylvania. He also earned a Certificate in Financial Planning from Merrimack University. Ben holds the Certified Financial Planner (CFP®) designation, which he earned in 2003. He is an active member of the Massachusetts chapter of the Financial Planning Association (FPA) and serves on their Board of Directors and as Advocacy Chairman (formally Government Relations). Through this role, he has met with multiple members of the Senate and Congress in Washington to promote increased transparency and protections for investors.
Frequently consulted by the media, Ben has most recently been quoted by NBC News, AARP, The Boston Globe, Financial Advisor Magazine, Bankrate.com Dow Jones Newswire and Kiplinger's. Ben also serves as a subject matter expert for Certified Financial Planner Board of Standards (CFP Board), contributing to the development of examination questions for the CFP® Certification Examination.
Prior to joining BRM, Ben was a partner at an advisory firm in Wellesley, MA for six years. Before that he operated his own practice for three years. Ben brings with him a deep understanding of financial planning, specifically retirement income and estate planning strategies, as well as advanced tax reduction and investment strategies.
Ben lives in Georgetown with his wife and two Australian cattle dogs. He enjoys golf, skiing and guitar. He is also an accomplished woodworker and photographer.
Walnut Hill Advisors, LLC
|Boston Research And Management, Inc.||Manchester, MA||Nov 2006 - Current||10|
|Miller, Allen & Associates||Wellesley, MA||Jul 2001 - Oct 2006||5|
|Ameriprise Financial Inc.||Boston, MA||Jul 1998 - Dec 2000||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S7||General Securities Representative Examination (GS)||Aug 1998|
Total Assets Under Management284MILLIONS
Total Number of Accounts389ACCOUNTS
Average Account Value$730,194
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MA, ME, NH, TX
Boston Research & Management, Inc. (“Company”) is an SEC registered investment adviser located in Manchester, Massachusetts. Company and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Company maintains clients. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Company’s web site on the Internet should not be construed by any consumer and/or prospective client as Company’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Company, please contact the SEC or the state securities regulators for those states in whichCompany maintains a notice filing. A copy of Company’s current written disclosure statement discussing Company’sbusiness operations, services, and fees is available from Company upon written request. Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Company web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company), will be suitable for every Client’s portfolio, or achieve any particular investment result, or be profitable or prove successful.
Certain portions of Company’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Company (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Company’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Company, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Company’s web site, to release and hold harmless Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Company.
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