See Our Covid-19 Policy For Tax Season. Click here

Investment Advisory

“Someone is sitting in the shade today because someone planted a tree a long time ago"
Warren Buffett

Lower Cost

We help you keep fees and commissions as low as possible. Every dollar paid in trading fees and taxes means a reduction in your overall investment return. We focus on strategies that will minimize fees and improve your investment return over the long term.

Tax Efficiency

Our investment approach takes into account your tax circumstances with a goal to maximize your investment return, while at the same time minimizing your tax liability. We feel tax efficient investing should be a priority for our clients. 


All of our model portfolios are built around diversification. We aim to minimize your risk by diversifying your portfolio across all the major asset classes, regardless of your account size.


We are not affiliated with any broker dealers or fund companies. We provide clients with independent advice, keeping our goals in line with our clients' needs.

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 – 2021 Canty Financial Management CFM. All Rights Reserved.
Developed by Stallion Cognitive
heartlicensechevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram