Canty Financial Management (CFM) is a dedicated, family-owned independent financial planning firm, with over 35 years of experience helping clients achieve their financial and personal goals. Located in Ballston Spa, New York, and Naples, Florida, CFM stands out by integrating investment management, tax prep and planning, and comprehensive financial planning into a seamless strategy. Our firm supports over 300 families and manages approximately $180 million in assets under management (AUM).

Our firm uniquely combines tax expertise with investment management to craft fully integrated strategies for our clients. This approach not only simplifies your financial landscape but also positions us as a proficient single point of contact for all your financial questions and needs.

Life's significant transitions—whether it’s a career shift, receiving an inheritance, or stepping into retirement—demand informed decision-making. At CFM, we assess your financial status and project the outcomes of different strategies, empowering you with the knowledge to navigate these changes confidently.

As an independent fiduciary firm, our allegiance lies with our clients alone. We maintain no ties to fund companies or brokers, and we do not sell financial products. This ensures that our advice is both transparent and impartial, directed solely towards promoting our clients’ best interests and aiding them in achieving their financial and personal objectives.

Engaging with a CFM advisor offers clarity on your financial standing and charts a path towards your future goals. Reach out to schedule a conversation and learn how we can facilitate your journey to financial clarity.