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.
A Different Kind of
Wealth Management Firm.
Most firms separate financial planning from tax strategy, and independence from capability. We built Bouchey Financial Group to do all of it under one roof.
Our Structure
We are family-owned and independent. That means we answer to our clients, not a parent company, a broker-dealer, or a national aggregator. There are no sales quotas here, no preferred products, and no outside relationships that influence what we recommend.
As a fee-only firm, our compensation comes directly from the clients we serve. We do not earn commissions, and we do not sell products on the side. The reason that matters is simple: when there is no financial incentive tied to what we recommend, you can trust that every suggestion we make is driven by what is right for you.
Being a fiduciary means we are held to the highest standard of care in our profession. Your interests guide every recommendation we make. It is not something we advertise to stand out. It is just how we believe this work should be done, and how we have built every client relationship since we opened our doors in 1995.
Our Credentials
Our 22-member team includes 9 CERTIFIED FINANCIAL PLANNER™ professionals, 3 CPAs, 1 IRS Enrolled Agent, 1 Certified Private Wealth Advisor®, and 1 Accredited Investment Fiduciary®. That depth of credentialing lets us address the full complexity of a client’s financial life without handing them off between departments. Meet our team →
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 ConversationWhy Clients Choose Bouchey.
A few things that shape how we work and why our clients stay with us for decades.
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Tax strategy built into your plan from day one
Most advisory firms treat tax planning as something you coordinate with your accountant after the fact. Our in-house CPAs and IRS Enrolled Agent work alongside our CFP® professionals on every client relationship. When your planner and your tax strategist are working from the same plan, the outcomes are sharper and the gaps disappear.
We listen before we act
Before we make a single recommendation, we spend significant time understanding your situation. Your risk tolerance, cash flow needs, tax picture, time horizon, and the goals that actually matter to you. Too many advisors lead with a strategy and retrofit the client into it. We work the other way around.
A team that works together on your behalf
Every client is served by a team, not a single advisor. Financial planning, investment management, tax strategy, and client service collaborate on each relationship. This matters most during complex life transitions: a business sale, an inheritance, a divorce, a retirement.
Proven, repeatable process
Strong outcomes come from consistent processes applied reliably, not from occasional good judgment. Our methodologies are documented and reviewed so the quality of your experience does not vary. We use strategic asset allocation as the foundation for every portfolio, with direct indexing available for clients seeking greater tax efficiency.
What We Believe.
Five values that shape how we hire, how we work, and how we show up for clients, colleagues, and community. The standard we hold ourselves to every day.
Curiosity
Passionate learners who ask better questions, stay current in an ever-changing industry, and let that curiosity drive stronger outcomes for every client we serve.
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. Not just operating here — 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.
What We Do.
Comprehensive wealth management integrated across every discipline so that each decision reinforces the others.
Wealth Management
Strategic asset allocation with ongoing tactical adjustments, built around a thorough understanding of your risk tolerance, income needs, time horizon, and tax situation.
Learn MoreTax Planning
In-house CPAs and an IRS Enrolled Agent who integrate tax strategy from day one. Tax considerations are built into your plan, not appended after the fact.
Learn MoreRetirement Planning
Social Security timing, RMD planning, drawdown strategies, and 401(k)/403(b) oversight as an ERISA 3(38) Investment Manager for business owners.
Learn MoreWomen & Wealth
Education, events, and personalized guidance for women navigating wealth independently. Led by Harmony Wagner, Samantha Masey, and Catherine Buck.
Learn MoreEndowments & Foundations
Managing nonprofit and endowment investments since 1995 with clear investment policy statements and consistent reporting so boards fulfill their fiduciary responsibilities.
Learn MoreDirect Indexing
Greater tax efficiency and portfolio customization through direct indexing strategies that go beyond standard index fund investing.
Learn MoreThe Team Behind the Plan.
Our advisors, planners, and tax professionals collaborate on every client relationship. No handoffs, no silos.
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.
What 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 →