A Message from Our Founder

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.

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.

You can also hear our latest insights every weekend on News Talk Radio 810AM and 103.1FM WGY Saturdays at 10:00am and Sundays at 8:00am.

 

Steven Bouchey

Founder & CEO | Chief Visionary Officer