We offer a personal approach to financial planning

Welcome to Canty Financial Management, a full-service Wealth Management firm, with a focus on exceptional and personalized client service. Schedule a call today to see how we can help you.
Schedule a Call
canty financial team
Canty Financial Management (CFM) is a family-owned, independent Financial Planning firm with locations in Ballston Spa, New York, and Naples, Florida. For over 30 years, we have helped our clients achieve their financial and personal goals through deep, long-lasting relationships.

Our specialized focus on both tax and investment management ensures that your Financial Advisor understands your unique tax situation and can provide you with a fully coordinated tax and investment strategy.

We recognize that important decisions must be made during life transitions such as job changes, inheritance, and retirement. As a CFM client, we assess your current financial situation and forecast the impact of multiple planning strategies to help you make informed decisions.

As an independent fiduciary investment advisor, we are not affiliated with any fund companies, broker-dealers, or insurance companies. We offer objective fee-only advice without selling financial products or earning commissions.

Partnering with a CFM advisor can provide clarity about your current financial position and direction for the future. Contact us today to schedule a call, and discover how we can assist you.

There are 3 things you should know about us

We are Fiduciary investment advisors registered with the SEC. This means we must act in our clients' best interests at all times. 
Our mission is to guide individuals through the retirement process by integrating investment management with income tax planning.
Let’s get started

Subscribe to Our Monthly Newsletter!

Stay Up to Date on the Latest Financial Planning News.
Canty Financial Management
20 Church Avenue 
Ballston Spa, NY, 12020

5129 Castello Drive Suite #1
Naples, FL, 34103
Michael Canty Memorial Fund
Legal, privacy, copyright and trademark information.

Ready to create your financial roadmap?

Want to see if our services are right for you?
Schedule a complimentary, 15-minute phone call today.
Schedule a Call
Copyright © 1987 – 2023 Canty Financial Management Inc. All Rights Reserved.
Website managed by Stallion Cognitive
heartchevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram