Bouchey Financial Group, Ltd.

Financial ServicesNew York, United States11-50 Employees

Bouchey Financial Group is an independent, fee-only Registered Investment Advisor serving individuals, families, and businesses since 1990. With a team of 20 experienced professionals—including 9 CFP®s, 3 CPAs, and 2 IRS Enrolled Agents—we manage over $1.5 billion in assets for clients across 34 states and overseas.

We are proud to be family-owned and professionally led, with ownership shared among Steven Bouchey (CEO & Chief Visionary Officer), Ryan Bouchey, John Millet, Marty Shields, and Lauren Bouchey.

Grounded in fiduciary values and forward-thinking strategy, we’re building toward our next major milestone: $2 billion in assets under management, supported by a deep bench of talent, trusted relationships, and a legacy of putting clients first.

Sign up for free to view info

Email Format Employee directory