PROVIDING FINANCIAL GUIDANCE & PEACE OF MIND

PROVIDING FINANCIAL GUIDANCE & PEACE OF MIND

Latest Insights

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  • Webinars/Videos
  • Bouchey Blog
  • Podcasts/Radio
Webinar: Financial Aid 101
Watch our latest webinar to learn about the basics of financial aid, the current climate and student loan forgiveness.  ...
What Investors Need Now Is Patience and Fortitude
Written by: Steven B. Bouchey, CFP® As seen in The Saratogian. The headlines in 2022 have been overwhelming; the Russia-Ukraine...
WGY Mornings with Doug Goudie – June 15th, 2022 – Bouchey Financial Group
Today's topics include: Federal Reserve's decision to raise interest rates three-quarters of a percentage point What a Bear Market is...

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
Bouchey Financial Group

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.

Our Approach

We act as our clients' personal Chief Financial Officer and ensure that their overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management.

The one common theme in all of our client relationships is that they rely on us to simplify and coordinate their complex financial situations. This in turn provides them with peace of mind and allows them to better utilize one of their most precious resources - their time.

Bouchey Financial Group
Bouchey Financial Group

A Message from Our President
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 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