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.
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Canty Financial Management (CFM) is a family-owned, independent Financial Planning firm with locations in Ballston Spa, New York, and Naples, Florida. For over 35 years, we have helped our clients achieve their financial and personal goals through long-lasting relationships.

Our specialized focus on both tax and investment management helps to provide you with a fully coordinated tax and investment strategy. Having a financial advisor with tax expertise is a significant advantage, as it offers a single point of contact for your financial needs.

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 planning strategies to help you make informed decisions.

As an independent fiduciary firm with no affiliations to fund companies or brokers, and no sales of financial products, our advice remains transparent and unbiased, solely focused on serving our clients' best interests and helping them achieve their financial and life goals.

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.
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Canty Financial Management
20 Church Avenue 
Ballston Spa, NY, 12020

5129 Castello Drive Suite #1
Naples, FL, 34103
Michael Canty Memorial Fund
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