About Konty Financial Services

Personalized Financial Planning

Konty Financial Services is led by Brian Konty (CRD# 4501331) and he believes there is only one way to navigate through the wealth of financial services options: straightforward. At Konty Financial Services, we offer clear strategies with smart, personalized services that match your goals and show you the path to achieve them.

Our mission is to help clients align their finances with their values, improve financial decision-making and behavior, take advantage of opportunities and avoid pitfalls, decrease financial stress, and find contentment through a financial planning process in a one-on-one setting.

Based in Cañon City, Colorado, Konty Financial Services focuses on a relationship-based process to provide personalized strategy to investment management and financial planning. We are not commission based advisors looking to move you into one of our products, but instead focus on your objectives and goals and the steps needed to move you towards achieving them.

Investment Management and Financial Planning

With extensive experience managing clients' portfolios throughout major shifts in the market, Brian Konty has consistently delivered personalized investment management and financial planning services to individuals who are retired or are within 10 years of retirement.

Our focus on financial services range from investment management to wealth management to retirement planning to guidance during significant life events. Our mission always centers on helping clients pursue their financial and life goals.

At Konty Financial Services, we believe the combined effects of creating a plan that involves your goals (retirement or otherwise), a thought out and intentional plan toward investment management, sensitivity toward taxes, planning for needed insurances, and making sure your affairs are in order for when you are gone, will better help you accomplish your financial goals than will a strategy that focuses on just one aspect of your financial life.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Personalized Financial Plans

Financial Planning and Investment Management

Every client needs a personalized financial plan. Brian Konty helps clients create a personalized financial plan that will provide a guide for future success. We believe in the importance of starting with financial planning. This planning may incorporate lifetime wealth forecast analysis, investment planning, tax planning, risk management, and estate planning elements.

We specialize in helping you grow and protect your assets, helping you get closer to your retirement goals, coordinating and streamlining every piece of your financial life so you can look to your future with confidence instead of worry. By custom-designing a plan with your financial advisor that puts you at the center of all decisions, you’ll be in the best position to grow, protect, give and live your wealth to the fullest.

Brian Konty offers cost-effective comprehensive financial planning and investment management tailored to your specific needs. Through the advantages of competent, professional planning, we seek to empower our clients to make the best financial decisions possible. 

Ready to Discuss Your Financial Goals?

Let's Set Up Your Free, No Obligation Consultation