Canty Financial Management (CFM) is an independent, family-owned, Financial Planning firm located in Ballston Spa, New York, and Naples, Florida.

For more than three decades CFM has been helping our clients achieve both their financial and personal goals. We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

It is important that your Financial Advisor also knows your tax situation. CFM specializes in both tax and investment management, so you will benefit from a fully coordinated tax and investment strategy.

You will need to make important decisions when going through transitions between jobs, inheriting money, and retirement. When you become a CFM Wealth Management client, we will assess your current financial situation and forecast the impact of multiple planning strategies. 

CFM is an independent fiduciary investment advisor. This means we are not affiliated with any fund companies, broker-dealers, or insurance companies. We provide objective fee-only advice and we do not sell financial products or earn commissions. 

By working with a CFM advisor, we can help you gain a better understanding of where you stand today, and where you are heading in the future. Schedule a call today to see how we can help you.