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
Commonwealth Financial Network
|Boston Research And Management, Inc.||Manchester, MA||Nov 2006 - Current||11|
|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 Management320MILLIONS
Total Number of Accounts400ACCOUNTS
Average Account Value$799,415
- 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
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