Steven B. Bouchey, CFP®

As President and Visionary of Bouchey Financial Group, I’ve had the privilege of guiding the firm’s strategic direction and values since its founding in 1990. Early on, I made the decision to act as a fiduciary—eliminating commissions and embracing a fee-only model in 1993, well before it became the industry standard. That choice reflected a deep belief in putting clients first, and it remains the cornerstone of our firm’s philosophy today.

Over the past 35 years, I’ve worked to grow Bouchey Financial Group into one of the country’s premier wealth management firms. We now serve clients in 34 states and overseas, manage over $1.5 billion in assets, and have a team of 20 exceptional professionals, including nine CFP® professionals, three CPAs, and two IRS Enrolled Agents.

While I remain the majority shareholder and continue to lead with vision and purpose, I’m proud to say that the firm has a strong succession plan in place—built on the leadership of Ryan Bouchey, John Millet, and Marty Shields, now shareholders alongside me. I’m equally proud that Bouchey Financial Group will remain a family business, with my daughter Lauren also contributing meaningfully to our client experience and philanthropic mission.

What drives me each day is the opportunity to help people lead financially secure, purpose-driven lives. I’m as passionate about this work as I’ve ever been and committed to ensuring Bouchey Financial Group thrives for generations to come.