Who We Are and What We Do

New Canby Group Photo
















Our Clients’ Trust is Our Most Valuable Asset

Canby Financial is a team of objective financial advisors and client service professionals who combine extensive wealth management knowledge and experience and industry-recognized financial planning designations to guide clients through every stage of life. Since our founding in 1998, we have served as our clients’ trusted advisor, providing personal financial plans and ongoing investment management to help clients pursue—and achieve—their unique goals.

Learn more about our team or the Canby Difference.