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Martin Shields

Chief Wealth Advisor

Bouchey Financial Group

United States, New York, Saratoga Springs

About Me

In his role as Chief Wealth Advisor, Marty mentors the firm’s wealth managers and works with clients on their financial planning and investment management. He also leads the firm’s 401(k) / 403(b) service and serves on the Executive, Financial Planning, & Investment Committees of the firm. Marty has been with Bouchey Financial Group for more than 10 years and in total has more than 16 years of experience working with prominent fee-only wealth management firms. He also has 14 years of experience in senior management roles for several public telecom companies leading their financial planning and business analysis groups. Marty earned a Bachelor of Science in Economics from St. Bonaventure Uni
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Profile Information

Chief Wealth Advisor

Bouchey Financial Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Saratoga Springs

New York

United States

May 15, 2024

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