A complete list of active advisors currently associated with Canty Financial Management, Inc.

Warmer can help you find a great advisor at Canty Financial Management, Inc. or one who fits your needs even better.

Canty Financial Management serves individuals—including both high‑net‑worth and non‑HNW clients—as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary portfolio management and financial planning and also offers tax services, including income tax preparation and tax planning. Portfolios are constructed using asset‑allocation modeling and are implemented primarily with mutual funds and ETFs, with ongoing reviews and discretionary trading authority. The firm emphasizes tax‑aware management and uses a third‑party, rules‑based tax‑management overlay (55ip, LLC) that may cause portfolios to deviate from model allocations in pursuit of improved after‑tax outcomes. A distinctive aspect of the firm is its accounting expertise—several supervised persons hold CPA credentials—and the integration of income tax preparation and tax advice with investment advisory services, a combination that is uncommon among peers. Canty Financial manages roughly $254 million in client assets and discloses that access to certain tax‑management services is facilitated by maintaining aggregate asset levels in select JPMorgan funds, while the firm retains fiduciary oversight of those third‑party services.

To learn more about the advisors currently working at Canty Financial Management, Inc., 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.