About Bouchey
Financial Group.
Health. Wealth. For Life.
Bouchey Financial Group is an SEC Registered Investment Advisor founded in 1995 by Steven Bouchey, CFP®. What started as a single-advisor practice in New York’s Capital Region has grown into a 22-member team managing over $1.7 billion in assets* across 34 states and beyond, without ever shifting from the client-first foundation the firm was built on.
*Figures calculated as of 06/30/2026.
Why Clients Choose Bouchey.
A firm is only as good as the values it actually operates by. Ours shape how we hire, how we work, and how we show up for every client relationship.
These five values are not aspirational. They are the standard we hold ourselves to every day, reflected in the depth of our credentials, the consistency of our process, and the long-term nature of the relationships we build.
Curiosity
We ask better questions, stay current in an ever-changing industry, and let that curiosity drive stronger outcomes. A more informed advisor leads to a more informed client.
Positivity
Every client interaction should be meaningful. We bring warmth and genuine care to our work because trust is built on real connection, and people make better decisions when they feel supported.
Shared Growth
Long-term partnerships with clients, and equal investment in our team’s development. When our people grow, our clients benefit. We are in this together, for the long run.
Compassion
Listening with empathy, acting with genuine care, and giving back to the communities we are part of. We are not just operating here. We are rooted here.
Commitment
Every plan we deliver reflects our highest standards of quality, accuracy, and follow-through. We prepare thoroughly, communicate clearly, and never cut corners.
We work with high-net-worth individuals, families, and business owners navigating complex financial situations. If your financial picture includes concentrated equity, multiple entities, multi-state taxes, or estate complexity, our team is built for exactly that level of coordination.
Start a ConversationWhat We Do.
Comprehensive wealth management integrated across every discipline so that each decision reinforces the others.
Investment Management
Hands-on, strategic portfolio management built around an understanding of your personal risk tolerance, financial goals, income needs and tax picture. Our team actively monitors and adjusts your investments to help manage risk, capture opportunities, and keep your strategy on track through changing markets.
Learn MoreTax Planning
Proactive and personalized tax strategies implemented from day one by our team of advisors. Designed to help you keep more of what you earn and reduce lifetime tax burdens. We integrate your investments, retirement accounts, and income sources to create a coordinated plan that minimizes surprises and supports smarter long-term financial decisions.
Learn MoreRetirement Planning
Executing holistic financial planning to help clients retire with confidence and clarity. Our retirement planning services turn complex financial decisions into clear, personalized strategies designed to support your lifestyle and long-term goals. We focus on savings strategies, tax-efficient withdrawal planning, investment alignment, and ongoing adjustments so you can retire on your timeline.
Learn MoreWhat Our Clients
Are Saying.
Verified reviews from clients collected independently through Wealthtender.
“The Bouchey Financial Group has earned my trust through their consistent professionalism, communication, and approach to results. I am confident that my finances are being managed with genuine care and expertise.”
Steven
Received via Wealthtender · January 30, 2026
“They covered all of my financial planning needs, including tax planning and end of year taxes, which I thought really differentiated them as a firm.”
Joe
Verified client
“When I am sitting at the table with them it is evident that my financial goals are their top priority.”
Rick E.
Verified client
Learn More About Bouchey.
Our People
Meet Our Team
The advisors, planners, and tax professionals who collaborate on every client relationship.
View the team →Client Reviews
What Our Clients Are Saying
Verified reviews from clients who trust Bouchey Financial Group with their financial lives.
Read reviews →Insights
The Bouchey Blog
Market commentary, tax planning guides, retirement insights, and more from our advisors.
Read the blog →Our Foundation
Mission & Core Values
The principles that guide how we work, how we hire, and how we show up for clients every day.
Our mission →Rooted Here.
Serving Everywhere.
Capital Region roots. National and global reach.
Bouchey Financial Group has been a fixture of New York’s Capital Region since 1995, hosting a weekly financial radio show for over 25 years and supporting local nonprofits throughout the year. But the work we do is not limited to one place. We serve clients across 34 states and work with individuals and families wherever life takes them, including those with international ties and cross-border financial needs.