Medfield, MA Office

Bouchey Financial Group, Ltd. advises individuals, high‑net‑worth clients, retirement plans, trusts, estates, business entities and charitable organizations. The firm offers wealth management and investment management services, discretionary portfolio management, financial planning and retirement plan advisory services, including ERISA 3(21) and 3(38) plan work.

The firm primarily allocates client assets among mutual funds, individual equities, fixed income, ETFs and, where appropriate, unaffiliated Independent Managers, pursuing a generally long‑term orientation while permitting shorter‑term trading to meet client objectives. Bouchey Financial conducts ongoing oversight of Independent Managers, blends financial planning with portfolio management, and may recommend cash positions or sector reallocations as tactical adjustments.

Distinctive aspects noted in the brochure include the firm’s roughly $1.6 billion in assets under management and multi‑advisor team structure, a stated $1,000,000 relationship minimum (subject to waiver), and disclosed affiliations with a licensed insurance agency and a related tax service (B, M & Co. Tax Service, LLC), with the brochure explicitly acknowledging the potential conflict when recommending affiliated services. The brochure also describes the firm’s institutional relationship with Charles Schwab and related economic benefits, and the firm’s public materials reference client testimonials, endorsements and third‑party ratings—marketing practices the firm notes and that are less common among peer team advisers.