Bouchey Financial Group – Saratoga Springs
About
Bouchey Financial Group is an independent, fee-only fiduciary wealth management firm and SEC Registered Investment Advisor serving Saratoga Springs and the Capital Region under the motto Health.
Wealth. For Life.
What to know
- Steven Bouchey, CFP, founded it in 1995 as a single-advisor practice.
- It now has a 22-member team managing more than $1.7 billion across 34 states.
- Compensation comes only from clients.
- Client reviews are collected independently through Wealthtender.
- It hosts seminars such as Planning with Purpose.
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