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Canty Financial Management is an independently owned Registered Investment Advisory firm. We strive for long-term relationships by listening to your needs so that the best financial decisions are made.

We Specialize in both Tax and Investment Planning: Your investment decisions have an impact on your taxes. Our unique niche is that we have expertise in both taxation and investments, and they go hand in hand.

Investment Management Services: We strive for well-balanced portfolios, which compete for excellent performance over the long run. Brokerage accounts are held with TD Ameritrade.

Client Selection Criteria:

1) Long-term investors; Our goal is to help you build a diversified investment portfolio over the long-term.  We are an Independent Registered Investment Advisory Firm, not day-traders, and not “stock brokers”.  We emphasize long-term investment planning.

2) You must have assets that we can manage:   Our advisory fee is based on investment assets under management, so we require clients to have brokerage accounts that can be managed by Canty Financial Management.

3) You don’t have to be wealthy.  You just need to be interested in the financial planning process, and implementing a long-term investment strategy.

4) Fee-Only Advisors: CFM is a fee-based firm and does not get paid commissions for buying and selling investments. Our advisory fee is paid through brokerage accounts held at TD Ameritrade, and is based on a percentage of assets under management as follows:.

Please contact us at 518-885-3230 for a copy of our Investment Advisor's Statement (form ADV) that we have on file with the US Securities and Exchange Commission (SEC).