Fiduciary Wealth Management for Families Investing $2 Million+

Jeff Barnett is a brilliant, analytical thinker with much to offer in addition to his great expertise in investing and financial planning. We rely on Jeff as a trusted advisor regarding our financial future including various recommendations or thoughts about important decisions somewhat beyond investing and financial planning. One meeting with Jeff and you will recognize all of the above coupled with his absolute integrity and humility. I cannot more highly recommend Jeff Barnett and Fintegrity.

Jeff has been our financial advisor for over three years. He is a highly responsive, reliable, and trustworthy financial partner. He consistently demonstrates market expertise and the utmost professionalism. We have benefited from his sound advice and investment decisions to date and feel confident in his skills and, equally importantly, his integrity to steward our investments for our future.

Jeff and I worked together a number of years ago when we were both at TIAA Asset Management. After we left, I heard that he had started Fintegrity. My wife and I wanted to hire a financial advisor, and once we met with Jeff we both knew he was the right choice.

Since signing on with Fintegrity, we have found Jeff to be incredibly responsive, even to my sometimes middle-of-the-night inquiries. He's smart and knowledgeable. But most importantly, he has been a calming voice during this current market volatility, which is really the reason we wanted to hire him. Where I might have (probably would have) panicked and sold, Jeff has a steady hand and a calm approach.

We have confidently recommended Jeff to two of our close friends, and we will continue to refer friends and acquaintances to him.

Jeffrey Barnrtt has made me happy Iwas his first client he is very trustworthy I highly recommend him.

I was looking for a financial advisor who could advise me on an appropriate asset allocation based on my risk profile, age and retirement goals.   Jeff was recommended to me by a friend and when we met, Jeff ticked all the boxes for me.  He is responsive to all of my questions and his fee structure is reasonable and transparent.  I rest easy knowing that my financial planning is in the hands of a trustworthy and talented professional.

I have always known Jeff to be outstanding as a financial advisor. He knows the relevant information and what is important vs what is popular. He takes the time to listen to my goals and concerns while always keeping me informed. He is a wise, trustworthy and caring professional who stands above the rest. I appreciate his values of caring and involvement in his community.

Given our age we have had several financial advisors through the years and none have helped us as much as Jeff. His ability to carefully listen to our needs and quickly respond with appropriate concrete financial strategies is impressive. His clarity of thought and ability to verbalize his thinking in ways that make sense to us is unusual. His extraordinary patience, low key demeanor and confident interaction style all combine to make him a serious and trustworthy partner in the management of our investments and the health of our financial future.

I highly recommend Fintegrity and Jeff Barnett as your advisor to guide you through your important life planning exercises. I've worked with Jeff for many years and his integrity, dedication and investment knowledge is admirable. Jeff has been taking care of my sister and brother-in-law as they transitioned to retirement and has been guiding and supporting my BIL through the passing of my sister. I couldn’t have asked for a better advisor and support structure for my family during difficult times.

I highly recommend Jeff Barnett, President at Fintegrity, for your financial planning and investment needs. I have known Jeff for many years and was excited when he started Fintegrity. I had previously invested with two other large financial institutions and was not receiving the personalization or returns that I was seeking. I talked to him about his company's purpose and objectives, and placed my trust in him. Jeff is always available to communicate and strategize with me regarding my investments, and is extremely knowledgeable, personable, and professional.

We have worked with Jeff through ups and downs in the market, and we trust his advice and care in the face of uncertainty. He works hard to really understand our financial planning needs, cares deeply about delivering, and is an absolute pleasure to work with.

I have known Jeff Barnett , the CEO of Fintegrity, for over twenty years. I trust him as a friend and a personal financial adviser. His care, knowledge and genuine interest in achieving the best for clients are what set him apart as a professional financial advisor. I took on his advice for my investment over twenty years ago when we first knew each other as colleagues. Because of his frequent and astute advice over the years on my investment, I was able to earn my FIRE ( Financial Independent Retire Early)!

I can't say enough about Fintegrity and highly recommend them for financial planning and investment management services. The name says it all - "Integrity". From my perspective, the firm applies an ownership mindset and manages clients money with the same attention to detail and focus as if it was their own. I highly recommend.

Jeffrey Barnett is easily the most trustworthy, competent and caring person I have ever had the honor to work with. i would highly recommend his integrity, knowledge and professionalism. i cannot say enough about how Jeff goes above and beyond my expectations consistently, and that is saying a lot.