Boston Research and Management Embarks on New Era with Employee Acquisition

Boston Research and Management, Inc., a prominent fee-only wealth management firm based in Manchester by the Sea, Massachusetts, has been acquired by long-time employees Benjamin J. Muchler, CFP, and Daniel F. Tortola, CFA. Benjamin Muchler will step into the roles of President and CEO, and Daniel Tortola will continue to oversee the investment team as Chief Investment Officer. These changes mark a new chapter for the company following the retirement of founder Ray Stecker, who had led the firm for 33 years. Under Stecker’s leadership, Boston Research and Management grew from a local entity into a distinguished investment management firm recognized for providing tailored financial services including investment and wealth management, financial planning, and estate/tax planning across the United States. The new leadership aims to maintain and expand the firm's legacy of client-focused service and growth. Boston Research and Management is recognized for its holistic advisory services aimed at protecting and growing substantial wealth for high-net-worth individuals and organizations.