Terry Muchler

Partner Advisor

AIF®, CTEP®

Terry J. Muchler, AIF®, CTEP®, is a Partner Advisor in Allworth’s Dansville, New York office. With over 30 years of financial advisory experience, Terry has earned his Bachelor of Science degree in Marketing from the College at Brockport, State University of New York, and has earned an Associate degree in Business. He also has a certification in Estate Planning from Tulane University in New Orleans. Terry and his wife Robin have been married for over 30 years and reside in Dansville. They are the parents of four children and have two grandchildren. Terry has been a member of the Dansville Rotary for over 20 years, has served as its President, and was the head of the steering committee for the Dansville Community Center. When not advising clients, Terry enjoys playing golf, and has coached baseball and softball for over 25 years.

Latest Insights


Revocable vs. Irrevocable Trusts: Which Is Right for Your Estate Plan?

Do you want control… or protection? Here’s how high-net-worth investors should think about the trade-offs that come with the two main kinds of trusts.

Read more
6 Financial Confessions Successful Investors Admit—Behind Closed Doors

Even the most accomplished investors occasionally get it wrong. Here’s what they quietly admit, and how to avoid the same costly missteps.

Read more
4 Hidden Forces That Shape Every Financial Decision

When it comes to high-stakes financial choices, logic is only part of the story. Here's what else is at play—and how to get all the pieces aligned.

Read more