PROVIDING FINANCIAL GUIDANCE & PEACE OF MIND

PROVIDING FINANCIAL GUIDANCE & PEACE OF MIND

Bouchey Financial Group

A Message from Our Founder
Steven Bouchey, CFP®

At Bouchey Financial, we believe the more we can make investing and financial planning clear and simple, the more confident our clients can be about the decisions they make.

Our Team

Our team members at Bouchey Financial Group come from various educational and experiential backgrounds that we have successfully leveraged to build a client centric organization with one focus, our clients’ financial success.

Our unsurpassed work ethic is derived from following the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards.

Bouchey Financial Group

100% Fiduciary Financial Guidance

At Bouchey Financial we believe the more we can make investing and financial planning clear and simple, the more confident our clients can be about the decisions they make. Since 1990 Steven Bouchey has been advising clients and in 1995 he formed Bouchey Financial Group as an SEC Registered Investment Advisor. Today, Bouchey Financial Group is approaching $1 billion in assets under management with no conflicts of interest and with total transparency; providing personalized wealth management services for individuals, families and businesses.

We place our clients’ interests first. That’s our responsibility and that’s our commitment. Our clients always come first.

Our Services

Bouchey Financial Group provides comprehensive and integrated wealth management solutions, as well as unparalleled depth and sophistication in addressing the most comlex aspets of financial planning for individuals, families and businesses.

It is our passion for doing what is right for our clients that drives us to develop effective solutions that always put their interests first. Our focus on excellence flows through all the services we provide and it is what helps build the highest level of trust and confidence with our clients.

Bouchey Financial Group

Latest Insights

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  • Bouchey Blog
  • Podcasts/Radio
Unlocking Potential: The Power of Direct Indexing in Wealth Management
Direct indexing is one of the fastest growing areas of wealth management that offers a wide range of advantages from...
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What I Want My Daughters to Know about Managing Money
  Written by: Harmony Wagner, CFP®, CPWA® As a mother to three young daughters, much of my time and energy is...
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Tax-Savvy Investing: Navigating the Backdoor Roth for Maximum Returns
  Written by: Samantha Masey, CFP®   Are you a high earner that is no longer eligible to make Roth...
Read More

“Our clients and our people are with us for the long term”

“Action may not always bring happiness… but there is no happiness without action.”
- Benjamin Disraeli

“A culture of excellence – driven by innovation, experience, knowledge and accountability to our clients.”

“Great things are not done by impulse, but by a series of small things brought together.”
- Vincent Van Gogh

“Plan for the future. People who stay in the present will be in the past.”
- Abraham Lincoln