A Message from Our Founder
A Note from Steve
I am incredibly proud of what Bouchey Financial Group has become since I started the firm back in 1990. What began as a vision to provide clients with objective, fiduciary financial advice has grown into one of the country’s most respected independent wealth management firms. Our firm manages over $1.6 billion for clients in 34 states and overseas, with offices in Historic Downtown Troy & Saratoga Springs NY, Boston MA and Jupiter FL.
Today, we are a team of 22 dedicated professionals, including 9 CERTIFIED FINANCIAL PLANNER™ professionals, 3 CPAs, 1 IRS Enrolled Agent, 1 Certified Private Wealth Advisor®, and 1 Accredited Investment Fiduciary®. Our collective expertise allows us to deliver truly comprehensive, client-first financial planning and investment management.
A leadership structure that reinforces our long-standing commitment to remaining a family-owned, professionally led firm.
As Founder & CEO | Chief Visionary Officer, I continue to focus on guiding the firm’s long-term strategy, culture, and innovation. I’m proud to share ownership of the firm with Ryan Bouchey, John Millet, Marty Shields, and Lauren Bouchey, a leadership structure that reinforces our long-standing commitment to remaining a family-owned, professionally led firm. Together, we’ve built a strong succession plan to ensure our clients can count on trusted, experienced leadership for generations to come.
We are also deeply committed to the communities we live and work in. Supporting local organizations and giving back has always been a core value for me and for our team, whether through sponsorships, volunteer efforts, or philanthropic initiatives that matter to our clients.
If you’re just getting to know us, I invite you to explore our website and see what makes Bouchey Financial Group different. And to those who’ve been with us along the way, thank you for your trust and continued confidence.
Steven Bouchey
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Frequently Asked Questions
When was Bouchey Financial Group founded?
Bouchey Financial Group was founded in 1990 by Steven Bouchey with a vision to provide clients with objective, fiduciary financial advice.
Who is the founder of Bouchey Financial Group?
Steven Bouchey is the Founder, CEO, and Chief Visionary Officer of Bouchey Financial Group. He founded the firm in 1990 and continues to guide its long-term strategy, culture, and innovation.
How much does Bouchey Financial Group manage?
Bouchey Financial Group manages over $1.6 billion in assets for clients in 34 states and overseas.
Where are Bouchey Financial Group’s offices located?
The firm has offices in Historic Downtown Troy and Saratoga Springs, NY, as well as Boston, MA and Jupiter, FL.
Who leads Bouchey Financial Group today?
The firm is led by Founder & CEO Steven Bouchey alongside shareholders Ryan Bouchey, John Millet, Marty Shields, and Lauren Bouchey, in a family-owned, professionally led leadership structure.