Fintegrity helps clients achieve their financial goals through coaching, investing, planning, and responsive service. Fintegrity specializes in retirement, helping clients feel confident that their retirement is secure and their investments are managed for their needs. Fintegrity provides customized financial solutions tailored to the preferences of each client.
We serve retirees, busy professionals, and trustees across the United States. Clients benefit from financial coaching, planning, and investing, informed by more than 30 years of investing experience. Fintegrity is a fiduciary registered investment advisor (RIA) for clients with $1 million or more to invest.
We begin by listening to your priorities and aspirations. Then, we build an investment strategy to achieve your goals. We limit your risk, favor low cost solutions, and consider taxes in managing your account. Your questions are always welcome and answered in clear and uncomplicated language.
We care deeply about your well-being and seek to bring you peace of mind while achieving your objectives. If you have questions about the sustainability of your current or planned spending, we can work through answers at a high level or create a detailed financial plan with you. Our financial planning service is a comprehensive evaluation of cash flows, asset values, and withdrawal plans.
As an independently owned registered investment adviser (RIA) and a fiduciary, Fintegrity only works in your best interest and does not accept commissions from brokerage firms, banks, insurance companies or anyone else. Although we manage your investments, we never take possession of them. Your assets are always held in your name by a well-regarded independent custodian who will issue statements confirming your assets and investment activity.
Jeffrey Barnett serves clients as their investment adviser. Before forming Fintegrity, Jeffrey developed equity, fixed income, and alternative investments for individuals, retirement plans, and institutions for nearly 10 years at TIAA, the $1 trillion asset manager. Prior to TIAA, Jeffrey directed strategy and product management at JPMorgan and M&T Bank. Jeffrey graduated from Harvard Business School with an MBA and summa cum laude from the University at Albany with a bachelor’s degree in business administration.