Fiduciary Wealth Management for Families Investing $2 Million+
Choosing a Financial Advisor
We specialize in serving families with $2–$25 million in assets who value independence, transparency, and disciplined financial management. As a fiduciary, fee-only advisor, our guidance is always unbiased and solely in your best interest, free from commissions or product-based compensation. Your assets are securely held in your name with Interactive Brokers, ensuring institutional-grade execution and independent reporting.
Every client receives a meticulously crafted, personalized investment strategy designed to achieve their long-term goals. You will work directly with Jeffrey Barnett, a highly experienced financial advisor, guaranteeing a consistent, expert partnership without ever being passed to a junior associate.
How We Help
Investment Management
Disciplined, personalized portfolio management designed to preserve and grow family wealth through behavioral-finance-driven strategies.
- Custom portfolios for each client
- Grounded in behavioral finance
- 30+ years of institutional experience
- Fee-only fiduciary transparency
- Tax-efficient, risk-aware strategies
Financial Planning
Comprehensive, fiduciary financial planning that transforms complex wealth decisions into clarity, confidence, and peace of mind.
- Focus on retirement, tax, estate goals
- 100% client-first fiduciary model
- Collaboration with legal and tax advisors
- Flexible project or ongoing options
Investment Results
Fintegrity® maintains performance composites that include all discretionary, fee-paying accounts managed to each allocation strategy. Performance is time-weighted by allocation strategy then
asset-weighted for averaging across strategy composites and compared against blended benchmarks composed of RSP (Invesco S&P 500 Equal Weight ETF) and AGG (iShares Core U.S. Aggregate Bond ETF), weighted to match each composite’s target allocation.
Below is an excerpt showing the structure of our composite performance table and the resulting
dollar-weighted average excess returns relative to each composite’s corresponding benchmark during the period presented.
& AGG
& AGG
& AGG
& AGG
(Jan 2019)
& AGG
Stock Bond Alloc / # of Accts
$ Wtd Average
These values represent the final “$ Wtd Average” row from the composite table and summarize the dollar-weighted amount by which the composite results differed from their blended benchmarks over the period shown. You can view the full performance table and required disclosures here.
Who We Serve
Executives, entrepreneurs, and retirees with $2–$20M in investable assets
Families who value direct access to one seasoned adviser and fully personalized guidance
Clients seeking tax efficiency, clarity, and continuity for surviving family members
What We Do
Investment Management: Customized portfolios of individual securities; disciplined risk management
Tax Optimization: Loss harvesting, asset location, charitable strategies
Retirement Income: Cash-flow mapping, withdrawal sequencing, Social Security optimization
Comprehensive Planning: Estate coordination, concentrated-stock strategies, equity compensation
Why Fintegrity®?
Experience: 30+ years; leadership of a $40B portfolio at TIAA; Harvard MBA
Experience: Leadership roles at Fintegrity®, TIAA, JPMorgan, and M&T Bank.
Authority: Founded and manages Fintegrity®, a registered investment adviser serving 19 high-net-worth families throughout the US.
Trustworthiness: Fiduciary, fee-only compensation, highly favorable client reviews.
Where We Serve
Fintegrity serves clients nationwide, with in-person availability in select locations. We welcome face-to-face meetings in Tenafly, NJ, northern NJ, NYC, and Fairfield County, CT, while continuing to support clients across the U.S. through secure virtual channels.
Schedule a 30-minute introduction
with Jeffrey Barnett.
Some of Our Happy Clients
Hear John’s experience working with Fintegrity
All reviewers are current Fintegrity® clients, except Carl Kirshner, Susan Drozdowski, David Muskatel, and Cecile Chen. No compensation was provided for any review. The most recent reviews are featured on the Fintegrity® website, along with a link to view the full list on Google. Fintegrity® has no control over Google reviews.
FAQ
What’s the difference between a fiduciary and a non-fiduciary financial advisor?
How much does a financial advisor cost for a $5 million portfolio?
For a $5 million portfolio, you should typically expect to pay between 0.75% to 1.0% of assets under management. The exact fee depends on the advisor’s experience, service scope, and fee structure.
Should I use a fee-only financial advisor or one who charges commissions?
A fee-only financial advisor is typically the better choice for investors with significant assets because this structure eliminates conflicts of interest and aligns the advisor’s compensation directly with your financial success.
What is tax-loss harvesting and how much can it save me?
When should I hire a financial advisor instead of using a robo-advisor?
Why Third-Party Custody Matters
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Fintegrity® is a Registered Investment Adviser (RIA). Advisory services are only offered where Fintegrity® and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Investing involves risk and possible loss of principal. Material presented is believed to be from reliable sources, but there are no warranties, expressed or implied, as to the accuracy, completeness or results obtained from any information posted on this website.