📅 Upcoming Seminar — May 18 & 19: Planning with Purpose: Taking Control of Your Wealth in Uncertain Times
Reserve Your Spot →PROVIDING FINANCIAL GUIDANCE & PEACE OF MIND
PROVIDING FINANCIAL GUIDANCE & PEACE OF MIND
What Our Clients Are Saying.
Verified reviews from clients of Bouchey Financial Group, collected independently through Wealthtender.
Testimonials were provided by current Bouchey Financial Group clients and may not be representative of the experiences of other clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. View a complete list of all reviews on our Wealthtender profile page.
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.
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 manages over $1 billion 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
Financial & Retirement Planning
We work with each client as a team of CFP® Practitioners, developing tailored solutions to meet their unique financial needs and long-term objectives.
Investment Management
We build diversified portfolios designed to balance risk and return over time, applying a disciplined process to help clients pursue their financial goals through actively managed strategies.
Tax & Personal CFO Services
Going beyond traditional planning, we coordinate the broader financial needs of our clients — collaborating with accountants, attorneys, and other trusted advisors for thoughtful, ongoing financial management.
Latest Insights
- All
- Webinars/Videos
- Bouchey Blog
- Podcasts/Radio
Q1 2026 Market Update