A complete list of active advisors currently associated with Barbara J. Bouchey Asset Management, Inc.

Warmer can help you find a great advisor at Barbara J. Bouchey Asset Management, Inc. or one who fits your needs even better.

Barbara J. Bouchey Asset Management, Inc. provides investment advisory, financial planning, and consulting services to individual investors as well as to retirement-plan participants and owners of variable annuities. The firm implements recommendations primarily through a third‑party wrap-fee platform and also offers non‑investment consulting and licensed insurance recommendations on a disclosed basis. The firm’s investment process begins with a client-level suitability assessment (goals, risk tolerance, time horizon) and maps clients to SEI asset‑allocation models and institutional managers; SEI performs manager selection, portfolio construction, and periodic rebalancing. A substantial portion of the firm’s assets are managed on a non‑discretionary basis through the SEI wrap program and in plan/annuity platforms, so BAM typically provides recommendations that require client or plan‑sponsor authorization before trades are executed. Although a single‑adviser practice, the firm manages roughly $50.7 million in client assets concentrated in the SEI wrap platform (generating the majority of firm revenue) and also serves employer retirement plans and 401(k) platforms — client types that are less common among similarly sized independent advisers. The principal maintains long industry experience and CFP credentials and is licensed to sell insurance (devoting about 10% of time to insurance activities), with written disclosures and policies intended to address conflicts arising from insurance commissions.

To learn more about the advisors currently working at Barbara J. Bouchey Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.