Benjamin Patch
Financial advisor at Middleton & Company
Benjamin Patch has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Boston, Massachusetts. Benjamin has been with Middleton & Company since 2026; before that, Benjamin spent three years at Wealth Enhancement Advisory Services and a year at North American Management. Middleton & Company offers investment management and is paid through a percentage of assets.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Services through Middleton & Company
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2026 – nowMiddleton & Company Inc.Current firm
- 2021 – 2024
- Feb 2020 – Apr 2021North American Management CorpPreviously
- Oct 2017 – Jun 2018McAdam LLCPreviously
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Benjamin
How do I contact Benjamin?
Call Middleton & Company at (617) 357-5101 and ask for Benjamin Patch. Benjamin works from the Boston, MA office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Benjamin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Middleton & Company reports being paid by a percentage of the assets they manage. Ask Benjamin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.