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 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.

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. 
We are on a mission to help individuals navigate the retirement process, tying together investment management and 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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