518.720.3333Troy, NY

518.306.6268Saratoga Springs, NY


Steven B. Bouchey, CFP®

Steven portraitPresident and CEO

As President and CEO, Steve is responsible for working with individuals, families and businesses on their financial planning and investment management as well as providing the strategic direction for the firm and leading the firm’s investment committee.

Steve has built a team of 7 professionals who help him manage client relations and with day-to-day operations. Steve has helped manage clients’ wealth since 1986 and is a well-known speaker and often quoted media source on current topics in the investment field.

Steve is also the founding partner of Bouchey & Clarke Benefits, Inc. which provides group benefits and consulting services for businesses throughout New York State.

Steve achieved the professional designation of Certified Financial Planner ™ (CFP ®) from The College of Financial Planning, Denver Colorado in 1990. He has actively pursued his education ever since, participating in professional study programs and completing advanced courses in the investment and financial planning field.

Steve volunteers considerable time to the community and currently serves on the Board of Directors for Living Resources Foundation. In the past he has served on the following community oriented boards: Seton Health Board of Trustees (now St. Peters Health Partners), Past Chairman of Seton Health Foundation; Former Vice President for the Albany Symphony Orchestra’s Board of Directors, Board of Director for Rensselaer County Regional Chamber of Commerce, past board member of the Diocese of Albany Foundation Advisory Committee and served on the Board of Directors and Professional Advisory Committee of the Community of the Greater Capital Region. He was also on the Board and is a current member of the Financial Planning Association (FPA).