A complete list of active advisors currently associated with Bouchey Financial Group Ltd

Warmer can help you find a great advisor at Bouchey Financial Group Ltd or one who fits your needs even better.

Bouchey Financial Group serves individuals, high-net-worth clients, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations with wealth management, discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm also provides ERISA-focused plan services (including ERISA 3(21) and 3(38) investment management) and may offer stand‑alone financial planning or consulting engagements. The firm’s investment approach is primarily long‑term and customized, allocating client assets among mutual funds, individual equities, fixed income, ETFs and, where appropriate, Independent Managers while monitoring portfolios to align with each client’s goals and risk tolerance. Bouchey Financial operates as a fiduciary, performs internal due diligence on recommended managers, and manages most assets on a discretionary basis with ongoing client contact and periodic reviews. What distinguishes Bouchey Financial in its peer group is its disclosed affiliation with other financial service entities: a licensed insurance agency (Bouchey, Millet, and Schafer, LLC) and a tax preparation/accounting affiliate (B, M & Co. Tax Service, LLC), and the brochure specifically notes the firm may recommend certain clients use the affiliated tax services (a disclosed conflict of interest). The firm also describes an institutional relationship with Charles Schwab that provides economic benefits to the advisor, and it uses client testimonials in advertising — a practice that is less common among comparable multi‑team advisers.

To learn more about the advisors currently working at Bouchey Financial Group Ltd, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.