Bouchey Financial Group, Ltd.

Bouchey Financial Group is a fee-only SEC Registered Investment Advisor approaching $1 billion in assets under management. Steven Bouchey started the firm in 1990, acting as a fiduciary for over 30 years with no conflicts of interest, where there is full disclosure and total transparency. Our team consists of 19 professionals including 6 CFP®'s, 4 CPA's, 1 AIF®, 1 CDFA® and 1 Enrolled Tax Agent. As a team, we act as our client's personal chief financial officer providing personalized wealth management & tax planning services for individuals, families, not-for-profits and businesses. 

Advisors at this Office

Advisors at Other Firm Offices


This Office

50 North Street Medfield, MA 02052 Phone: (518) 720-3333

Primary Office

1819 Fifth Ave Historic Downtown Troy Troy, NY 12180 Phone: (518) 720-3333

Other Offices

One Main Street Tequesta, FL 33469 Phone: (518) 720-3333
50 North Street Medfield, MA 02052 Phone: (518) 720-3333
340 Broadway Saratoga Springs, NY 12866 Phone: (518) 720-3333