Canty Financial Management (CFM) is a dedicated, family-owned, independent financial planning firm with over 37 years of experience helping clients achieve their financial and personal goals. With offices in Ballston Spa, New York, and Naples, Florida, CFM distinguishes itself by integrating investment management, tax preparation, and comprehensive financial planning into a seamless strategy. Our team proudly serves over 200 families and manages approximately $200 million in assets under management (AUM).

Our Story
Canty Financial Management was founded in the late 1980s by Bill Canty, a CPA specializing in tax preparation and planning while working at the New York State Office of the Comptroller. Bill recognized that investment decisions should go hand in hand with tax planning, leading him to expand the firm’s services to include investment management in the mid-1990s. As the firm expanded, Bill attained his Certified Financial Planner (CFP®) designation and brought on additional staff to support the growth. In the mid-2010s, his two sons joined the business as financial planners, eventually becoming partners and investing in the firm to ensure its legacy and continued success. Over the decades, Canty Financial has thrived by valuing the importance of long-term client relationships and offering personalized, transparent advice tailored to each client’s needs.

Our Unique Approach
At CFM, we take a comprehensive approach to financial planning, uniquely combining investment management with tax expertise to create fully integrated strategies for our clients. This approach simplifies your financial landscape and ensures that we serve as your trusted, single point of contact for all financial questions and needs.

Navigating Life’s Major Transitions
Whether you're navigating a career shift, receiving an inheritance, or planning for retirement, life's significant transitions require informed decision-making. At CFM, we assess your financial situation and project the outcomes of different strategies, empowering you with the knowledge to navigate these changes with confidence and clarity.

An Independent, Fiduciary Firm
As a fiduciary, independent firm, our only allegiance is to our clients. We maintain no affiliations with fund companies or brokers, and we do not sell financial products. This ensures that our advice is completely transparent and impartial, focused solely on helping you achieve your financial and personal objectives.

Your Path to Financial Clarity
Partnering with a CFM advisor provides clarity about your current financial position and helps you map out a plan for achieving future goals. Contact us today to schedule a conversation and discover how we can support you on your journey to financial clarity.