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.

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Not every advisory firm
is right for every client.

If you're looking for a long-term partner to help coordinate your financial life, reduce complexity, and bring structure to important decisions — we invite you to start with a conversation.

Let's discuss your
financial strategy.

Schedule a confidential consultation to explore how coordinated
wealth management
can bring clarity and structure to your financial life.
Schedule a Call

Canty Financial

Independent, fee-only fiduciary advisors serving families since 1987.
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