A complete list of active advisors currently associated with Canby Financial Advisors

Warmer can help you find a great advisor at Canby Financial Advisors or one who fits your needs even better.

Canby Financial Advisors is an SEC‑registered investment adviser that delivers personalized financial planning and both discretionary and non‑discretionary investment management to a mix of clients, including corporations, trusts, estates, private foundations, qualified retirement plans and charitable organizations as well as individual accounts. Although the brochure lists services for individuals and high‑net‑worth clients, the firm’s disclosures emphasize work with retirement plans and institutional‑type relationships alongside managed individual accounts. The firm tailors portfolios to each client’s objectives and generally employs a long‑term investment approach that favors mutual funds and ETFs while permitting individual equities, corporate and municipal bonds, REITs, annuities and private/alternative investments when appropriate. Canby integrates written financial planning into its managed relationships without a separate planning charge for those clients, may recommend External Managers for portions of client assets, and acts as a fiduciary when advising retirement accounts under ERISA and the Internal Revenue Code. Noteworthy operational features include a relatively large asset base (approximately $729 million) managed by a five‑advisor team and an institutional custody relationship with Fidelity that provides technology, research and capped startup financial support — arrangements that can shape the firm’s service platform. The brochure also discloses that Canby does not accept proxy‑voting authority for client securities, does not receive outside compensation for securities sales, and does not charge performance‑based fees.

To learn more about the advisors currently working at Canby Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.