Barbara J. Bouchey Asset Management, Inc.

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.