About the Firm
Coordinated Wealth
Management —
By design
An independent, family-owned firm integrating investment management, financial planning, and proactive tax strategy into a single, disciplined process.
$250M+
Client Assets
200+
Families Served
39 Yrs
In Practice
Who we are
Independent.
Family-Owned.
Built to Last.
Established
Founded 1987
Registration
SEC-Registered RIA
Offices
Ballston Spa, NY
Also Located
Naples, FL
Canty Financial Management is an independent, family-owned, SEC-registered investment advisory firm — structured for continuity, accountability, and long-term alignment.
We've spent more than 39 years helping individuals and families make confident, long-term financial decisions. We serve over 200 families and manage more than $250 million in client assets.
Our firm is structured around multi-generational, owner-led advisory relationships. We operate as a fee-only fiduciary — intentionally built for continuity and accountability rather than volume, sales targets, or short-term incentives.
Clients don't need to act as the intermediary between their advisor and their tax professional. We coordinate those decisions in one place, so nothing gets missed and every tradeoff is fully visible.
Our Story
1987
"Investment decisions made without understanding tax consequences — and tax decisions made without understanding portfolio impact. The result was quiet erosion."
We've spent more than 39 years helping individuals and families make confident, long-term financial decisions. We serve over 200 families and manage more than $250 million in client assets.
Our firm is structured around multi-generational, owner-led advisory relationships. We operate as a fee-only fiduciary — intentionally built for continuity and accountability rather than volume, sales targets, or short-term incentives.
Clients don't need to act as the intermediary between their advisor and their tax professional. We coordinate those decisions in one place, so nothing gets missed and every tradeoff is fully visible.
Our Team
People Who Own
What They Advise.
Clients work directly with advisors
who are owners of the firm — aligned by
structure, not just intention.
01
Bill Canty
CPA, CFP®
Partner & Wealth Manager — Founder of the firm, with more than four decades of experience in integrated financial advisory.
01
Bill Canty
CPA, CFP®
Partner & Wealth Manager — Founder of the firm, with more than four decades of experience in integrated financial advisory.
01
Bill Canty
CPA, CFP®
Partner & Wealth Manager — Founder of the firm, with more than four decades of experience in integrated financial advisory.
01
Bill Canty
CPA, CFP®
Partner & Wealth Manager — Founder of the firm, with more than four decades of experience in integrated financial advisory.
Our Team
A Fiduciary Firm —
By Design.
Canty Financial Management is an independent, fee-only fiduciary firm. We do not sell financial products, receive commissions, or maintain affiliations with fund companies or broker-dealers.
Our advice is objective, transparent, and aligned solely with our clients' interests. This structure also means we are selective — long-term success requires alignment, and we are comfortable saying no when that alignment isn't present.
Fee-Only
No commissions. No product sales. Compensation comes solely from client fees — never from third parties.
Fee-Only
No commissions. No product sales. Compensation comes solely from client fees — never from third parties.
Fee-Only
No commissions. No product sales. Compensation comes solely from client fees — never from third parties.
Fee-Only
No commissions. No product sales. Compensation comes solely from client fees — never from third parties.