Benjamin J. Muchler, CFP^®

Ben joined Boston Research and Management in 2006 and was tasked with expanding our wealth management and financial planning capabilities. During his tenure, Ben has been responsible for developing advanced tax and investment strategies as well as evaluating and identifying opportunities in alternative investments. Ben is also instrumental in the day-to-day operations of the firm and still serves as a direct contact for many of our clients. Stepping into the role of President and CEO in 2025, Ben is also responsible for the strategic vision of the firm. 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) having served on its board of directors and as advocacy chairman (formally government relations). Through this role, he has met with many lawmakers in Washington to promote increased transparency and protections for investors. Frequently consulted by the media, Ben has been quoted by NBC News, AARP, The Boston Globe, Financial Advisor Magazine, Bankrate.com, Dow Jones Newswire and Kiplinger's. Ben also served 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, Massachusetts 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 Boxford, Massachusetts with his wife, daughter and son. He enjoys golf, skiing and guitar. He is also an accomplished woodworker and photographer.

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Retirement, Stocks & Bonds, Sudden Wealth, Personal Taxes, Women's Finances