{"id":4558,"date":"2025-12-12T21:44:21","date_gmt":"2025-12-12T21:44:21","guid":{"rendered":"https:\/\/fintegrity.com\/?page_id=4558"},"modified":"2026-07-27T23:44:20","modified_gmt":"2026-07-27T23:44:20","slug":"about-us","status":"publish","type":"page","link":"https:\/\/fintegrity.com\/?page_id=4558","title":{"rendered":"About us"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"4558\" class=\"elementor elementor-4558\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b265be3 e-flex e-con-boxed e-con e-parent\" data-id=\"b265be3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-6821193 e-con-full e-flex e-con e-child\" data-id=\"6821193\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-ab96d2c e-con-full e-flex e-con e-child\" data-id=\"ab96d2c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7ee57a3 elementor-widget elementor-widget-heading\" data-id=\"7ee57a3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\"><b>About<\/b> Us<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-55a9cd3 elementor-widget elementor-widget-text-editor\" data-id=\"55a9cd3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Founded by Jeffrey Barnett, Fintegrity is a fee-only fiduciary financial adviser built on institutional discipline.\u00a0 Before launching the firm, Jeff spent a decade at TIAA leading product management for a $40 billion multi-asset portfolio, with earlier roles at J.P. Morgan and M&amp;T Bank and an MBA from Harvard Business School. Fintegrity brings that rigor to a boutique practice for families investing $2 million or more. We specialize in disciplined, behavioral-finance-driven <a style=\"background-color: #ffffff;\" href=\"https:\/\/fintegrity.com\/investment-management\/\">investment management<\/a>, complemented by <a style=\"background-color: #ffffff;\" href=\"https:\/\/fintegrity.com\/financial-planning\/\">financial planning<\/a> when it&#8217;s needed. It&#8217;s an approach Jeff discussed in Fortune, where he was featured on applying valuation and governance criteria to high-profile IPOs. Working with a select group of families, we integrate legacy holdings, manage risk with care, and bring clarity to complex financial decisions.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-cd1d713 e-con-full e-flex e-con e-child\" data-id=\"cd1d713\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6405a75 elementor-widget elementor-widget-image\" data-id=\"6405a75\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"360\" height=\"360\" src=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2025\/12\/about-us-img.webp\" class=\"attachment-large size-large wp-image-4563\" alt=\"about us img\" srcset=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2025\/12\/about-us-img.webp 360w, https:\/\/fintegrity.com\/wp-content\/uploads\/2025\/12\/about-us-img-300x300.webp 300w, https:\/\/fintegrity.com\/wp-content\/uploads\/2025\/12\/about-us-img-150x150.webp 150w\" sizes=\"(max-width: 360px) 100vw, 360px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4c2730c e-flex e-con-boxed e-con e-parent\" data-id=\"4c2730c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-a886fe9 e-con-full approach-line e-flex e-con e-child\" data-id=\"a886fe9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-28964b9 elementor-widget elementor-widget-heading\" data-id=\"28964b9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Background<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f8f168f elementor-widget__width-auto elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"f8f168f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-286c23e e-flex e-con-boxed e-con e-parent\" data-id=\"286c23e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-d8c1e75 e-con-full e-flex e-con e-child\" data-id=\"d8c1e75\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-10e233c e-con-full e-flex e-con e-child\" data-id=\"10e233c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7c08756 elementor-position-top elementor-position-left elementor-vertical-align-middle elementor-widget elementor-widget-image-box\" data-id=\"7c08756\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><figure class=\"elementor-image-box-img\"><img decoding=\"async\" width=\"462\" height=\"454\" data-src=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2026\/01\/fiduciary-icon.svg\" class=\"attachment-full size-full wp-image-5595 lazyload\" alt=\"fiduciary icon\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 462px; --smush-placeholder-aspect-ratio: 462\/454;\" \/><\/figure><div class=\"elementor-image-box-content\"><h3 class=\"elementor-image-box-title\">Fiduciary &amp; Fee-Only Advisor:<\/h3><p class=\"elementor-image-box-description\">Serving families locally across the New York City metropolitan area\u2014including Bergen County, NJ, Westchester County, NY, and Fairfield County, CT\u2014and remotely throughout the United States.\nSecure Custody: Client assets are securely held with Interactive Brokers.\nExperience: Decades of leadership at prominent financial institutions such as TIAA, JPMorgan, and M&amp;T Bank.\nEducation: Earned an MBA from Harvard University.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7994842 e-con-full e-flex e-con e-child\" data-id=\"7994842\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5fb236b elementor-position-top elementor-position-left elementor-vertical-align-middle elementor-widget elementor-widget-image-box\" data-id=\"5fb236b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><figure class=\"elementor-image-box-img\"><img decoding=\"async\" width=\"1200\" height=\"1200\" data-src=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2026\/01\/Secure-Custody-2.svg\" class=\"attachment-full size-full wp-image-5597 lazyload\" alt=\"Secure Custody 2\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1200px; --smush-placeholder-aspect-ratio: 1200\/1200;\" \/><\/figure><div class=\"elementor-image-box-content\"><h3 class=\"elementor-image-box-title\">Secure Custody:<\/h3><p class=\"elementor-image-box-description\">Client assets are securely held with Interactive Brokers.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-249b300 e-con-full e-flex e-con e-child\" data-id=\"249b300\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-224802b elementor-position-top elementor-position-left elementor-vertical-align-middle elementor-widget elementor-widget-image-box\" data-id=\"224802b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><figure class=\"elementor-image-box-img\"><img decoding=\"async\" width=\"504\" height=\"350\" data-src=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2026\/01\/Experience_.svg\" class=\"attachment-full size-full wp-image-5588 lazyload\" alt=\"Experience\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 504px; --smush-placeholder-aspect-ratio: 504\/350;\" \/><\/figure><div class=\"elementor-image-box-content\"><h3 class=\"elementor-image-box-title\">Experience:<\/h3><p class=\"elementor-image-box-description\">Decades of leadership at prominent financial institutions such as TIAA, JPMorgan, and M&amp;T Bank.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-104dec2 e-con-full e-flex e-con e-child\" data-id=\"104dec2\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2c5a883 elementor-position-top elementor-position-left elementor-vertical-align-middle elementor-widget elementor-widget-image-box\" data-id=\"2c5a883\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><figure class=\"elementor-image-box-img\"><img decoding=\"async\" width=\"409\" height=\"383\" data-src=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2026\/01\/Education.svg\" class=\"attachment-full size-full wp-image-5589 lazyload\" alt=\"Education\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 409px; --smush-placeholder-aspect-ratio: 409\/383;\" \/><\/figure><div class=\"elementor-image-box-content\"><h3 class=\"elementor-image-box-title\">Education:<\/h3><p class=\"elementor-image-box-description\">Earned an MBA from Harvard University.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-159bce3 e-con-full e-flex e-con e-parent\" data-id=\"159bce3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-c9d013c e-con-full e-flex e-con e-child\" data-id=\"c9d013c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6bf6cd6 elementor-widget elementor-widget-spacer\" data-id=\"6bf6cd6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a0c6fc0 e-con-full e-flex e-con e-child\" data-id=\"a0c6fc0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-a11ab0d e-con-full e-flex e-con e-child\" data-id=\"a11ab0d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f190e3a elementor-widget elementor-widget-heading\" data-id=\"f190e3a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Founders Story<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-81c81bf where-line elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"81c81bf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d000bf3 elementor-widget elementor-widget-text-editor\" data-id=\"d000bf3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>After an accomplished career at renowned financial institutions including TIAA and JPMorgan, Jeffrey Barnett established Fintegrity in 2017, based in Tenafly, NJ. His vision was to create a firm dedicated to offering families independent investment management and financial planning with a focus on transparency, fiduciary responsibility, and personalized solutions. Fintegrity was founded to overcome the limitations of traditional firms, addressing common issues like product-driven conflicts of interest, frequent staff turnover, and the practice of delegating clients to junior staff. Tailored for families with $2 million or more in assets, the firm delivers disciplined, consistent, and <a href=\"https:\/\/fintegrity.com\/firm-facts\/\">transparent wealth management<\/a> designed to meet each family\u2019s unique goals and needs.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-290dbad e-flex e-con-boxed e-con e-parent\" data-id=\"290dbad\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-13c5299 e-con-full e-flex e-con e-child\" data-id=\"13c5299\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-b633a11 e-con-full e-flex e-con e-child\" data-id=\"b633a11\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b56c7e2 elementor-widget-tablet__width-initial elementor-widget elementor-widget-heading\" data-id=\"b56c7e2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Credentials<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5150f4a why-line elementor-widget__width-auto elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"5150f4a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3a0a0bb e-grid e-con-full e-con e-child\" data-id=\"3a0a0bb\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-69587c0 elementor-position-top elementor-position-top elementor-widget elementor-widget-image-box\" data-id=\"69587c0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><figure class=\"elementor-image-box-img\"><img decoding=\"async\" width=\"198\" height=\"107\" data-src=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2025\/12\/Experience-plus.webp\" class=\"attachment-full size-full wp-image-155 lazyload\" alt=\"Experience plus\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 198px; --smush-placeholder-aspect-ratio: 198\/107;\" \/><\/figure><div class=\"elementor-image-box-content\"><p class=\"elementor-image-box-description\"><b>Expertise: <\/b>More than 30 years of financial leadership, including oversight of a $40 billion portfolio at TIAA; Harvard MBA.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-32d716c elementor-position-top elementor-position-top elementor-widget elementor-widget-image-box\" data-id=\"32d716c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><figure class=\"elementor-image-box-img\"><img decoding=\"async\" width=\"94\" height=\"92\" data-src=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2025\/12\/Fiduciary-Fee-Only-icon.webp\" class=\"attachment-full size-full wp-image-156 lazyload\" alt=\"Fiduciary Fee Only icon\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 94px; --smush-placeholder-aspect-ratio: 94\/92;\" \/><\/figure><div class=\"elementor-image-box-content\"><p class=\"elementor-image-box-description\"><b>Authority: <\/b>Founded and manages Fintegrity, a registered investment adviser serving 24 high-net-worth families throughout the US.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-754ac90 elementor-position-top elementor-position-top elementor-widget elementor-widget-image-box\" data-id=\"754ac90\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><figure class=\"elementor-image-box-img\"><img decoding=\"async\" width=\"120\" height=\"120\" data-src=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2025\/12\/Perspective-icon.webp\" class=\"attachment-full size-full wp-image-4577 lazyload\" alt=\"Perspective icon\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 120px; --smush-placeholder-aspect-ratio: 120\/120;\" \/><\/figure><div class=\"elementor-image-box-content\"><p class=\"elementor-image-box-description\"><b>Perspective <\/b>Proven ability to translate complex markets into clear, actionable strategies that preserve wealth, manage risk, and build lasting legacies.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0941d8a elementor-position-top elementor-position-top elementor-widget elementor-widget-image-box\" data-id=\"0941d8a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><figure class=\"elementor-image-box-img\"><img decoding=\"async\" width=\"112\" height=\"107\" data-src=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2025\/12\/Transparency-Control-icon.webp\" class=\"attachment-full size-full wp-image-157 lazyload\" alt=\"Transparency Control icon\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 112px; --smush-placeholder-aspect-ratio: 112\/107;\" \/><\/figure><div class=\"elementor-image-box-content\"><p class=\"elementor-image-box-description\"><b>Experience: <\/b>Leadership roles at Fintegrity, TIAA, JPMorgan, and M&amp;T Bank.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2316143 elementor-position-top elementor-position-top elementor-widget elementor-widget-image-box\" data-id=\"2316143\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><figure class=\"elementor-image-box-img\"><img decoding=\"async\" width=\"141\" height=\"107\" data-src=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2025\/12\/Dedicated-senior-financial-adviser-icon.webp\" class=\"attachment-full size-full wp-image-158 lazyload\" alt=\"Dedicated senior financial adviser icon\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 141px; --smush-placeholder-aspect-ratio: 141\/107;\" \/><\/figure><div class=\"elementor-image-box-content\"><p class=\"elementor-image-box-description\"><b>Trust: <\/b> Fiduciary, fee-only compensation, highly favorable client reviews.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8b9e4c4 elementor-hidden-desktop elementor-hidden-laptop elementor-hidden-tablet elementor-hidden-mobile e-flex e-con-boxed e-con e-parent\" data-id=\"8b9e4c4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-2afa48e e-con-full credential-line e-flex e-con e-child\" data-id=\"2afa48e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8702384 elementor-widget elementor-widget-heading\" data-id=\"8702384\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Credentials<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-468e9dd elementor-widget__width-auto elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"468e9dd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-47a9f1c elementor-hidden-desktop elementor-hidden-laptop elementor-hidden-tablet elementor-hidden-mobile e-flex e-con-boxed e-con e-parent\" data-id=\"47a9f1c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-2a0f6cc e-con-full e-flex e-con e-child\" data-id=\"2a0f6cc\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-21626e9 e-con-full e-flex e-con e-child\" data-id=\"21626e9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ca91352 elementor-widget elementor-widget-image\" data-id=\"ca91352\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"198\" height=\"107\" data-src=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2025\/12\/Experience-plus.webp\" class=\"attachment-large size-large wp-image-155 lazyload\" alt=\"Experience plus\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 198px; --smush-placeholder-aspect-ratio: 198\/107;\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4c3cab8 elementor-widget elementor-widget-image-box\" data-id=\"4c3cab8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><div class=\"elementor-image-box-content\"><h3 class=\"elementor-image-box-title\">Expertise:<\/h3><p class=\"elementor-image-box-description\">More than 30 years of financial leadership, including oversight of a $40 billion portfolio at TIAA; Harvard MBA.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e951b0e e-con-full e-flex e-con e-child\" data-id=\"e951b0e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2ed580c elementor-widget elementor-widget-image\" data-id=\"2ed580c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"94\" height=\"92\" data-src=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2025\/12\/Fiduciary-Fee-Only-icon.webp\" class=\"attachment-large size-large wp-image-156 lazyload\" alt=\"Fiduciary Fee Only icon\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 94px; --smush-placeholder-aspect-ratio: 94\/92;\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e0663a2 elementor-widget elementor-widget-image-box\" data-id=\"e0663a2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><div class=\"elementor-image-box-content\"><h3 class=\"elementor-image-box-title\">Authority:<\/h3><p class=\"elementor-image-box-description\">Founded and manages Fintegrity\u00ae, a registered investment adviser serving 24 high-net-worth families throughout the US.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d447310 e-con-full e-flex e-con e-child\" data-id=\"d447310\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ff92487 elementor-widget elementor-widget-image\" data-id=\"ff92487\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"120\" height=\"120\" data-src=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2025\/12\/Perspective-icon.webp\" class=\"attachment-large size-large wp-image-4577 lazyload\" alt=\"Perspective icon\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 120px; --smush-placeholder-aspect-ratio: 120\/120;\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c3bb42d elementor-widget elementor-widget-image-box\" data-id=\"c3bb42d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><div class=\"elementor-image-box-content\"><h3 class=\"elementor-image-box-title\">Perspective<\/h3><p class=\"elementor-image-box-description\">Proven ability to translate complex markets into clear, actionable strategies that preserve wealth, manage risk, and build lasting legacies.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7ef4f23 e-con-full e-flex e-con e-child\" data-id=\"7ef4f23\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-98c3a7b elementor-widget elementor-widget-image\" data-id=\"98c3a7b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"112\" height=\"107\" data-src=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2025\/12\/Transparency-Control-icon.webp\" class=\"attachment-large size-large wp-image-157 lazyload\" alt=\"Transparency Control icon\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 112px; --smush-placeholder-aspect-ratio: 112\/107;\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1826847 elementor-widget elementor-widget-image-box\" data-id=\"1826847\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><div class=\"elementor-image-box-content\"><h3 class=\"elementor-image-box-title\">Experience<\/h3><p class=\"elementor-image-box-description\">Leadership roles at Fintegrity\u00ae, TIAA, JPMorgan, and M&amp;T Bank.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c9339d1 e-con-full e-flex e-con e-child\" data-id=\"c9339d1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d104762 elementor-widget elementor-widget-image\" data-id=\"d104762\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"141\" height=\"107\" data-src=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2025\/12\/Dedicated-senior-financial-adviser-icon.webp\" class=\"attachment-large size-large wp-image-158 lazyload\" alt=\"Dedicated senior financial adviser icon\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 141px; --smush-placeholder-aspect-ratio: 141\/107;\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3140ca2 elementor-widget elementor-widget-image-box\" data-id=\"3140ca2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><div class=\"elementor-image-box-content\"><h3 class=\"elementor-image-box-title\">Trustworthiness<\/h3><p class=\"elementor-image-box-description\"> Fiduciary, fee-only compensation, highly favorable client reviews.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c98829a e-con-full e-flex e-con e-child\" data-id=\"c98829a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-451ab44 e-flex e-con-boxed e-con e-parent\" data-id=\"451ab44\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-84f0646 elementor-widget elementor-widget-html\" data-id=\"84f0646\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<!DOCTYPE html>\r\n<html lang=\"en\">\r\n<head>\r\n  <meta charset=\"UTF-8\">\r\n  <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\">\r\n  <title>Fintegrity\u00ae vs Most RIAs<\/title>\r\n  <style>\r\n    * {\r\n      margin: 0;\r\n      padding: 0;\r\n      box-sizing: border-box;\r\n    }\r\n\r\n    body {\r\n      font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen, Ubuntu, sans-serif;\r\n      background: #f8fafc;\r\n      padding: 2rem 1rem;\r\n    }\r\ntable {\r\n    margin:0;\r\n}\r\n    \r\n    .table-container {\r\n      max-width: 1420px;\r\n      margin: 0 auto;\r\n      background: white;\r\n      border-radius: 0;\r\n      overflow: hidden;\r\n      box-shadow: 0 4px 6px -1px rgba(0, 0, 0, 0.1), 0 2px 4px -1px rgba(0, 0, 0, 0.06);\r\n    }\r\n\r\n    .comparison-table {\r\n      width: 100%;\r\n      border-collapse: collapse;\r\n    }\r\n\r\n    \/* Header Row *\/\r\n    .comparison-table thead tr {\r\n      background: #f9fafb;\r\n    }\r\n\r\n    .comparison-table th {\r\n      padding: 1.25rem 1.5rem;\r\n      text-align: left;\r\n      font-size: 1rem;\r\n      font-weight: 600;\r\n      color: #374151;\r\n      border-bottom: 2px solid #e5e7eb;\r\n    }\r\n\r\n    .comparison-table th:first-child {\r\n      width: 22%;\r\n      color: #6b7280;\r\n    }\r\n\r\n    .comparison-table th:nth-child(2) {\r\n      width: 39%;\r\n      background: linear-gradient(135deg, #1B5E3F 0%, #2d7a54 100%);\r\n      color: white;\r\n      text-align: center;\r\n    }\r\n\r\n    .comparison-table th:nth-child(3) {\r\n      width: 39%;\r\n      color: #64748b;\r\n    }\r\n\r\n    \/* Logo in Header *\/\r\n    .fintegrity-header {\r\n      display: flex;\r\n      align-items: center;\r\n      justify-content: center;\r\n      gap: 0.5rem;\r\n    }\r\n\r\n    .fintegrity-header svg {\r\n      width: 28px;\r\n      height: 28px;\r\n    }\r\n\r\n    .fintegrity-header span {\r\n      font-size: 1.125rem;\r\n      font-weight: 700;\r\n      letter-spacing: 0.025em;\r\n    }\r\n\r\n    .fintegrity-header sup {\r\n      font-size: 0.5rem;\r\n      vertical-align: super;\r\n    }\r\n\r\n    \/* Body Rows *\/\r\n    .comparison-table tbody tr {\r\n      border-bottom: 1px solid #f3f4f6;\r\n      transition: background-color 0.2s ease;\r\n    }\r\n\r\n    .comparison-table tbody tr:hover {\r\n      background-color: #fafafa;\r\n    }\r\n\r\n    .comparison-table tbody tr:last-child {\r\n      border-bottom: none;\r\n    }\r\n\r\n    .comparison-table td {\r\n      padding: 1.25rem 1.5rem;\r\n      font-size: 0.9375rem;\r\n      line-height: 1.6;\r\n      vertical-align: top;\r\n    }\r\n\r\n    \/* Aspect Column *\/\r\n    .comparison-table td:first-child {\r\n      font-weight: 600;\r\n      color: #1f2937;\r\n      background: #fafafa;\r\n    }\r\n\r\n    \/* Fintegrity Column *\/\r\n    .comparison-table td:nth-child(2) {\r\n      color: #374151;\r\n      background: rgba(27, 94, 63, 0.03);\r\n      border-left: 3px solid #1B5E3F;\r\n    }\r\n\r\n    \/* Most RIAs Column *\/\r\n    .comparison-table td:nth-child(3) {\r\n      color: #6b7280;\r\n    }\r\n\r\n    \/* Responsive Design *\/\r\n    @media (max-width: 768px) {\r\n      .table-container {\r\n        border-radius: 0.5rem;\r\n      }\r\n\r\n      .comparison-table th,\r\n      .comparison-table td {\r\n        padding: 1rem;\r\n        font-size: 0.875rem;\r\n      }\r\n\r\n      .comparison-table th:first-child,\r\n      .comparison-table td:first-child {\r\n        width: 30%;\r\n      }\r\n\r\n      .fintegrity-header span {\r\n        font-size: 0.875rem;\r\n      }\r\n\r\n      .fintegrity-header svg {\r\n        width: 22px;\r\n        height: 22px;\r\n      }\r\n    }\r\n\r\n    @media (max-width: 640px) {\r\n      body {\r\n        padding: 1rem 0.5rem;\r\n      }\r\n\r\n      .comparison-table {\r\n        display: block;\r\n      }\r\n\r\n      .comparison-table thead {\r\n        display: none;\r\n      }\r\n\r\n      .comparison-table tbody {\r\n        display: block;\r\n      }\r\n\r\n      .comparison-table tbody tr {\r\n        display: block;\r\n        margin-bottom: 1.5rem;\r\n        background: white;\r\n        border-radius: 0.5rem;\r\n        box-shadow: 0 1px 3px rgba(0, 0, 0, 0.1);\r\n        border-bottom: none;\r\n      }\r\n\r\n      .comparison-table td {\r\n        display: block;\r\n        padding: 1rem;\r\n        border-left: none !important;\r\n      }\r\n\r\n      .comparison-table td:first-child {\r\n        background: #1B5E3F;\r\n        color: white;\r\n        border-radius: 0.5rem 0.5rem 0 0;\r\n        font-size: 16px;\r\n      }\r\n\r\n      .comparison-table td:nth-child(2) {\r\n        background: rgba(27, 94, 63, 0.05);\r\n      }\r\n\r\n      .comparison-table td:nth-child(2)::before {\r\n        content: \"Fintegrity: \";\r\n        font-weight: 600;\r\n        color: #1B5E3F;\r\n        font-size: 15px;\r\n      }\r\n\r\n      .comparison-table td:nth-child(3)::before {\r\n        content: \"Most RIAs: \";\r\n        font-weight: 600;\r\n        color: #64748b;\r\n        font-size: 15px;\r\n      }\r\n      .table-container{\r\n          box-shadow: none;\r\n      }\r\n      .comparison-table td:first-child{\r\n          width: 100%;\r\n      }\r\n    }\r\n  <\/style>\r\n<\/head>\r\n<body>\r\n  <div class=\"table-container\">\r\n    <table class=\"comparison-table\">\r\n      <thead>\r\n        <tr>\r\n          <th><h4>Aspect<\/h4><\/th>\r\n          <th>\r\n            <div class=\"fintegrity-header\">\r\n              <img decoding=\"async\" data-src=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2025\/12\/Fitegrity-white-logo.webp\" width=\"100\"alt=\"Fintegrity white logo\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" style=\"--smush-placeholder-width: 362px; --smush-placeholder-aspect-ratio: 362\/134;\">\r\n            <\/div>\r\n          <\/th>\r\n          <th><h4>Most RIAs<\/h4><\/th>\r\n        <\/tr>\r\n      <\/thead>\r\n      <tbody>\r\n        <tr>\r\n          <td>Investment Philosophy<\/td>\r\n          <td>Grounded in behavioral finance, recognizing investor psychology and exploiting persistent market inefficiencies to enhance long\u2011term outcomes.<\/td>\r\n          <td>Primarily grounded in Modern Portfolio Theory, it assumes fully efficient markets and focuses on minimizing deviations from broad market benchmarks.<\/td>\r\n        <\/tr>\r\n        <tr>\r\n          <td>Experience<\/td>\r\n          <td>Led by a founder with more than 30 years of institutional leadership, including oversight of a $40B portfolio at TIAA.<\/td>\r\n          <td>Team\u2011based structures can lead to communication gaps, frequent handoffs to junior staff, and higher advisor turnover.<\/td>\r\n        <\/tr>\r\n        <tr>\r\n          <td>Client Focus<\/td>\r\n          <td>As a boutique advisory firm, we serve a select group of high-net-worth families across the nation. This focus allows us to provide direct access to our founding advisor and highly personalized attention.<\/td>\r\n          <td>Larger, volume\u2011driven practices often support many more households, resulting in less tailored service and limited access to senior professionals.<\/td>\r\n        <\/tr>\r\n        <tr>\r\n          <td>Portfolio Construction<\/td>\r\n          <td>Tailored investment policies and portfolio strategies designed to meet each client\u2019s unique needs, combined with discretionary rebalancing, and thoughtful integration of legacy holdings for tax\u2011aware transitions.<\/td>\r\n          <td>Standardized model portfolios with limited flexibility, slower to adapt to client\u2011specific needs and complex existing positions.<\/td>\r\n        <\/tr>\r\n        <tr>\r\n          <td>Security Selection<\/td>\r\n          <td>Emphasis on individually researched stocks and bonds with strong cash flows, durable competitive positions, and shareholder\u2011aligned governance.<\/td>\r\n          <td>Heavy reliance on packaged products such as mutual funds and ETFs, which can add an extra layer of fees and dilute transparency.<\/td>\r\n        <\/tr>\r\n        <tr>\r\n          <td>Risk Management<\/td>\r\n          <td>We manage risk at the portfolio level by using strategic position sizing, ensuring diversification, and aligning with each client\u2019s unique objectives, liquidity needs, and tax considerations.<\/td>\r\n          <td>Risk is primarily managed through extensive diversification across pooled investment vehicles, with limited customization to accommodate individual client needs.<\/td>\r\n        <\/tr>\r\n        <tr>\r\n          <td>Transparency & Fiduciary Duty<\/td>\r\n          <td>Fee\u2011only fiduciary commitment, with clear, jargon\u2011free communication so clients understand how portfolios are managed and how Fintegrity is compensated.<\/td>\r\n          <td>While all RIAs are held to a fiduciary standard, many operate as \u201chybrid\u201d firms. In these organizations, one division acts as a fiduciary while another sells commission-based products under a lower suitability standard. This can create blurred incentives and lead to client confusion.<\/td>\r\n        <\/tr>\r\n      <\/tbody>\r\n    <\/table>\r\n  <\/div>\r\n<\/body>\r\n<\/html>\r\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-52bf004 e-flex e-con-boxed e-con e-parent\" data-id=\"52bf004\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-7c880e3 e-con-full e-flex e-con e-child\" data-id=\"7c880e3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8bba633 elementor-widget elementor-widget-heading\" data-id=\"8bba633\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Some of Our Happy Clients<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-746c98c elementor-hidden-desktop elementor-hidden-laptop elementor-hidden-tablet elementor-hidden-mobile elementor-widget elementor-widget-shortcode\" data-id=\"746c98c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\"><pre class=\"ti-widget\"><template id=\"trustindex-google-widget-html\"><div class=\" ti-widget  ti-goog ti-review-text-mode-readmore ti-text-align-left\" data-no-translation=\"true\" data-time-locale=\"%d %s ago|today|day|days|week|weeks|month|months|year|years\" data-plugin-version=\"13.2.9\" data-layout-id=\"34\" data-layout-category=\"slider\" data-set-id=\"drop-shadow\" data-pid=\"\" data-language=\"en\" data-close-locale=\"Close\" data-review-target-width=\"300\" data-css-version=\"2\" data-reply-by-locale=\"Owner's reply\" data-only-rating-locale=\"This user only left a rating.\" data-pager-autoplay-timeout=\"6\"> <div class=\"ti-widget-container ti-col-3\"> <div class=\"ti-header ti-header-grid source-Google\"> <div class=\"ti-fade-container\"> <div class=\"ti-rating-text\"> <strong class=\"ti-rating ti-rating-large\"> EXCELLENT <\/strong> <\/div> <span class=\"ti-stars star-lg\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><\/span> <div class=\"ti-rating-text\"> <span class=\"nowrap\">Based on <strong>14 reviews<\/strong><\/span> <\/div> <div class=\"ti-large-logo\"> <div class=\"ti-v-center\"> <trustindex-image class=\"ti-logo-fb\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/logo.svg\" width=\"150\" height=\"25\" loading=\"lazy\" alt=\"Google\"><\/trustindex-image> <\/div> <\/div> <\/div> <\/div> <div class=\"ti-reviews-container\"> <div class=\"ti-controls\"> <div class=\"ti-next\" aria-label=\"Next review\" role=\"button\" tabindex=\"0\"><\/div> <div class=\"ti-prev\" aria-label=\"Previous review\" role=\"button\" tabindex=\"0\"><\/div> <\/div> <div class=\"ti-reviews-container-wrapper\">  <div data-empty=\"0\" data-time=\"1713139200\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a-\/ALV-UjWAw7b_qyahzHHkkmEqj1NXXBvEBPMykAc5UNqJl2lBoP7fKKFU=w40-h40-c-rp-mo-br100\" alt=\"Herb Tieger profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> Herb Tieger <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->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.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <div data-empty=\"0\" data-time=\"1711152000\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a-\/ALV-UjWRBZsnhgfmq7V6HteCyGtoiv34AMDlm5fTaoslOzL95xpVOueM=w40-h40-c-rp-mo-br100\" alt=\"Christian Petersen profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> Christian Petersen <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->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.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <div data-empty=\"0\" data-time=\"1710547200\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a\/ACg8ocJNycp6mTZeM1iUXIsLmCDHuBZDjYy6kyrxy0CK18iqanxxiw=w40-h40-c-rp-mo-br100\" alt=\"William Ondo profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> William Ondo <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->Jeffrey Barnrtt  has made me happy Iwas his first client  he is very trustworthy  I highly recommend him.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <div data-empty=\"0\" data-time=\"1710547200\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a\/ACg8ocLfZ_W46S10LhCSCbQISwy7_SPoxLISjgtH6Ji2ky3icKhoXQ=w40-h40-c-rp-mo-br100\" alt=\"Jessica Emus profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> Jessica Emus <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->I was looking for a financial advisor who could\u00a0advise me on an appropriate asset allocation based on my risk profile, age and retirement goals.\u00a0 \u00a0Jeff was recommended to me by a friend and when we met, Jeff ticked all the boxes for me.\u00a0 He is responsive to all of my questions and his fee structure is reasonable and transparent.\u00a0 I rest easy knowing that my financial planning is in the hands of a trustworthy and talented professional.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <div data-empty=\"0\" data-time=\"1710460800\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a\/ACg8ocKlFn29XTYqBsSfLzjr6buDQtraRU5jh0tQp-S1H1S5ytvLtw=w40-h40-c-rp-mo-br100\" alt=\"Carl Kirschner profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> Carl Kirschner <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->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.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <div data-empty=\"0\" data-time=\"1658793600\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a\/ACg8ocK4vvk27fl2_bCwhwiSlIsLz8upe8eBM3EKecjQRlepVs4pHQ=w40-h40-c-rp-mo-ba4-br100\" alt=\"Josh &amp; Margaret Weiss profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> Josh &amp; Margaret Weiss <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->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.\n\nSince 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.\n\nWe have recommended Jeff to two of our close friends, and we will continue to refer friends and acquaintances to him.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <div data-empty=\"0\" data-time=\"1602633600\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a\/ACg8ocLxg0RBNNzq3x6oovBcoepAWvB9dr1C1rjD6SPO4fsi_0Qn6A=w40-h40-c-rp-mo-br100\" alt=\"Jean Berkwitt profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> Jean Berkwitt <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->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.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <div data-empty=\"0\" data-time=\"1601251200\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a\/ACg8ocJUhNnReUtHz72XFkDsD3PHg_kMKPnbMC0aoUv6R3_AOYq5dQ=w40-h40-c-rp-mo-ba2-br100\" alt=\"Susan Drozdowski profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> Susan Drozdowski <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->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\u2019t have asked for a better advisor and support structure for my family during difficult times.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <div data-empty=\"0\" data-time=\"1601078400\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a\/ACg8ocJqtGSYhUyVy8Aj1GonnUAc-gQiNzPaTRRubVMSHy4c_7F-mQ=w40-h40-c-rp-mo-br100\" alt=\"Aimee Puglisi profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> Aimee Puglisi <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->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.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <div data-empty=\"0\" data-time=\"1600819200\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a-\/ALV-UjUSojX8gH_7FwkSClXtiTrWwVnECKP_T09Uig_iRG0dyHo1Kvx_=w40-h40-c-rp-mo-ba2-br100\" alt=\"David Muskatel profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> David Muskatel <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->I highly recommend Jeff as a financial advisor. I've known Jeff for decades and he has a breadth of experience both in the corporate setting as well as working one on one to advise clients on investing and wealth management. Jeff guides clients through financial planning as well as transition during times of change. Jeff has been a counsel to me on investments for many years and I appreciate his long term focus while being close to the current market environment to minimize risks.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <\/div> <div class=\"ti-controls-line\"> <div class=\"dot\"><\/div> <\/div> <\/div>   <\/div> <\/div> <\/template><\/pre><div data-src=\"https:\/\/cdn.trustindex.io\/loader.js?wp-widget\" data-template-id=\"trustindex-google-widget-html\" data-css-url=\"https:\/\/fintegrity.com\/wp-content\/uploads\/trustindex-google-widget.css?1777063900\"><\/div><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b42ed23 e-con-full e-flex e-con e-child\" data-id=\"b42ed23\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-7f59107 e-con-full e-flex e-con e-child\" data-id=\"7f59107\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-bcfc721 e-con-full e-flex e-con e-child\" data-id=\"bcfc721\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-939ba06 elementor-widget elementor-widget-shortcode\" data-id=\"939ba06\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\"><pre class=\"ti-widget\"><template id=\"trustindex-google-widget-html\"><div class=\" ti-widget  ti-goog ti-review-text-mode-readmore ti-text-align-left\" data-no-translation=\"true\" data-time-locale=\"%d %s ago|today|day|days|week|weeks|month|months|year|years\" data-plugin-version=\"13.2.9\" data-layout-id=\"34\" data-layout-category=\"slider\" data-set-id=\"drop-shadow\" data-pid=\"\" data-language=\"en\" data-close-locale=\"Close\" data-review-target-width=\"300\" data-css-version=\"2\" data-reply-by-locale=\"Owner's reply\" data-only-rating-locale=\"This user only left a rating.\" data-pager-autoplay-timeout=\"6\"> <div class=\"ti-widget-container ti-col-3\"> <div class=\"ti-header ti-header-grid source-Google\"> <div class=\"ti-fade-container\"> <div class=\"ti-rating-text\"> <strong class=\"ti-rating ti-rating-large\"> EXCELLENT <\/strong> <\/div> <span class=\"ti-stars star-lg\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><\/span> <div class=\"ti-rating-text\"> <span class=\"nowrap\">Based on <strong>14 reviews<\/strong><\/span> <\/div> <div class=\"ti-large-logo\"> <div class=\"ti-v-center\"> <trustindex-image class=\"ti-logo-fb\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/logo.svg\" width=\"150\" height=\"25\" loading=\"lazy\" alt=\"Google\"><\/trustindex-image> <\/div> <\/div> <\/div> <\/div> <div class=\"ti-reviews-container\"> <div class=\"ti-controls\"> <div class=\"ti-next\" aria-label=\"Next review\" role=\"button\" tabindex=\"0\"><\/div> <div class=\"ti-prev\" aria-label=\"Previous review\" role=\"button\" tabindex=\"0\"><\/div> <\/div> <div class=\"ti-reviews-container-wrapper\">  <div data-empty=\"0\" data-time=\"1713139200\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a-\/ALV-UjWAw7b_qyahzHHkkmEqj1NXXBvEBPMykAc5UNqJl2lBoP7fKKFU=w40-h40-c-rp-mo-br100\" alt=\"Herb Tieger profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> Herb Tieger <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->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.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <div data-empty=\"0\" data-time=\"1711152000\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a-\/ALV-UjWRBZsnhgfmq7V6HteCyGtoiv34AMDlm5fTaoslOzL95xpVOueM=w40-h40-c-rp-mo-br100\" alt=\"Christian Petersen profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> Christian Petersen <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->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.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <div data-empty=\"0\" data-time=\"1710547200\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a\/ACg8ocJNycp6mTZeM1iUXIsLmCDHuBZDjYy6kyrxy0CK18iqanxxiw=w40-h40-c-rp-mo-br100\" alt=\"William Ondo profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> William Ondo <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->Jeffrey Barnrtt  has made me happy Iwas his first client  he is very trustworthy  I highly recommend him.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <div data-empty=\"0\" data-time=\"1710547200\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a\/ACg8ocLfZ_W46S10LhCSCbQISwy7_SPoxLISjgtH6Ji2ky3icKhoXQ=w40-h40-c-rp-mo-br100\" alt=\"Jessica Emus profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> Jessica Emus <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->I was looking for a financial advisor who could\u00a0advise me on an appropriate asset allocation based on my risk profile, age and retirement goals.\u00a0 \u00a0Jeff was recommended to me by a friend and when we met, Jeff ticked all the boxes for me.\u00a0 He is responsive to all of my questions and his fee structure is reasonable and transparent.\u00a0 I rest easy knowing that my financial planning is in the hands of a trustworthy and talented professional.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <div data-empty=\"0\" data-time=\"1710460800\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a\/ACg8ocKlFn29XTYqBsSfLzjr6buDQtraRU5jh0tQp-S1H1S5ytvLtw=w40-h40-c-rp-mo-br100\" alt=\"Carl Kirschner profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> Carl Kirschner <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->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.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <div data-empty=\"0\" data-time=\"1658793600\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a\/ACg8ocK4vvk27fl2_bCwhwiSlIsLz8upe8eBM3EKecjQRlepVs4pHQ=w40-h40-c-rp-mo-ba4-br100\" alt=\"Josh &amp; Margaret Weiss profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> Josh &amp; Margaret Weiss <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->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.\n\nSince 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.\n\nWe have recommended Jeff to two of our close friends, and we will continue to refer friends and acquaintances to him.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <div data-empty=\"0\" data-time=\"1602633600\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a\/ACg8ocLxg0RBNNzq3x6oovBcoepAWvB9dr1C1rjD6SPO4fsi_0Qn6A=w40-h40-c-rp-mo-br100\" alt=\"Jean Berkwitt profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> Jean Berkwitt <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->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.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <div data-empty=\"0\" data-time=\"1601251200\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a\/ACg8ocJUhNnReUtHz72XFkDsD3PHg_kMKPnbMC0aoUv6R3_AOYq5dQ=w40-h40-c-rp-mo-ba2-br100\" alt=\"Susan Drozdowski profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> Susan Drozdowski <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->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\u2019t have asked for a better advisor and support structure for my family during difficult times.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <div data-empty=\"0\" data-time=\"1601078400\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a\/ACg8ocJqtGSYhUyVy8Aj1GonnUAc-gQiNzPaTRRubVMSHy4c_7F-mQ=w40-h40-c-rp-mo-br100\" alt=\"Aimee Puglisi profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> Aimee Puglisi <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->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.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <div data-empty=\"0\" data-time=\"1600819200\" class=\"ti-review-item source-Google ti-image-layout-thumbnail\" data-id=\"cfcd208495d565ef66e7dff9f98764da\" data-language=\"\"> <div class=\"ti-inner\"> <div class=\"ti-review-header\"> <div class=\"ti-platform-icon ti-with-tooltip\"> <span class=\"ti-tooltip\">Posted on Google<\/span> <trustindex-image data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/icon.svg\" alt=\"Google\" width=\"20\" height=\"20\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-img\"> <trustindex-image data-imgurl=\"https:\/\/lh3.googleusercontent.com\/a-\/ALV-UjUSojX8gH_7FwkSClXtiTrWwVnECKP_T09Uig_iRG0dyHo1Kvx_=w40-h40-c-rp-mo-ba2-br100\" alt=\"David Muskatel profile picture\" loading=\"lazy\"><\/trustindex-image> <\/div> <div class=\"ti-profile-details\"> <div class=\"ti-name\"> David Muskatel <\/div> <div class=\"ti-date\"><\/div> <\/div> <\/div> <span class=\"ti-stars\"><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 1\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 2\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 3\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 4\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><trustindex-image class=\"ti-star\" data-imgurl=\"https:\/\/cdn.trustindex.io\/assets\/platform\/Google\/star\/f.svg\" alt=\"Google star 5\" width=\"17\" height=\"17\" loading=\"lazy\"><\/trustindex-image><span class=\"ti-verified-review ti-verified-platform\"><span class=\"ti-verified-tooltip\">Trustindex verifies that the original source of the review is Google.<\/span><\/span><\/span> <div class=\"ti-review-text-container ti-review-content\"><!-- R-CONTENT -->I highly recommend Jeff as a financial advisor. I've known Jeff for decades and he has a breadth of experience both in the corporate setting as well as working one on one to advise clients on investing and wealth management. Jeff guides clients through financial planning as well as transition during times of change. Jeff has been a counsel to me on investments for many years and I appreciate his long term focus while being close to the current market environment to minimize risks.<!-- R-CONTENT --><\/div> <span class=\"ti-read-more\" data-container=\".ti-review-content\" data-collapse-text=\"Hide\" data-open-text=\"Read more\"><\/span> <\/div> <\/div>  <\/div> <div class=\"ti-controls-line\"> <div class=\"dot\"><\/div> <\/div> <\/div>   <\/div> <\/div> <\/template><\/pre><div data-src=\"https:\/\/cdn.trustindex.io\/loader.js?wp-widget\" data-template-id=\"trustindex-google-widget-html\" data-css-url=\"https:\/\/fintegrity.com\/wp-content\/uploads\/trustindex-google-widget.css?1777063900\"><\/div><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5f1859f elementor-widget__width-initial elementor-widget-laptop__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"5f1859f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><strong>About Google Reviews:<\/strong> Google is the third party that hosts and tabulates these reviews. Rating information is shown as as of May 4, 2026. Fintegrity LLC did not provide compensation to Google or to any reviewer in connection with obtaining or using these reviews or ratings.<\/p><p>View Fintegrity\u2019s Google reviews on <a href=\"https:\/\/www.google.com\/search?hl=en-ID&amp;gl=id&amp;q=Fintegrity,+60+Woodland+Park+Dr,+Tenafly,+NJ+07670,+United+States&amp;ludocid=3879344063383748280&amp;lsig=AB86z5Vzwyh_fx5GQF7JfgY6uLWb#lrd=0x89c2f1217902532f:0x35d632df3b823eb8,1\" target=\"_blank\" rel=\"noopener\">Fintegrity\u2019s Google Business Profile.<\/a> Reviews appearing on Google are posted on a third-party platform not controlled by Fintegrity and may be written by both clients and non-clients. The recommendations selected for display on this website are only from current clients, but the Google reviews accessible through the link may include reviews from persons who are not clients of Fintegrity LLC.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-50a6090 e-con-full elementor-hidden-desktop elementor-hidden-laptop elementor-hidden-tablet elementor-hidden-mobile e-flex e-con e-child\" data-id=\"50a6090\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-949865d e-con-full e-flex e-con e-child\" data-id=\"949865d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-aff481d elementor-widget elementor-widget-video\" data-id=\"aff481d\" data-element_type=\"widget\" data-e-type=\"widget\" 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data-bg-image=\"url(https:\/\/fintegrity.com\/wp-content\/uploads\/2025\/12\/video-home-cover.webp)\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-custom-embed-play\" role=\"button\" aria-label=\"Play Video\" tabindex=\"0\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-eicon-play\" viewBox=\"0 0 1000 1000\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M838 162C746 71 633 25 500 25 371 25 258 71 163 162 71 254 25 367 25 500 25 633 71 746 163 837 254 929 367 979 500 979 633 979 746 933 838 837 929 746 975 633 975 500 975 367 929 254 838 162M808 192C892 279 933 379 933 500 933 621 892 725 808 808 725 892 621 938 500 938 379 938 279 896 196 808 113 725 67 621 67 500 67 379 108 279 196 192 279 108 383 62 500 62 621 62 721 108 808 192M438 392V642L642 517 438 392Z\"><\/path><\/svg>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3d5e737 e-con-full e-flex e-con e-child\" data-id=\"3d5e737\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-32e230b e-con-full e-flex e-con e-child\" data-id=\"32e230b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c11f8d9 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"c11f8d9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Hear John\u2019s experience working with Fintegrity <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89b8780 elementor-align-left elementor-mobile-align-center elementor-widget elementor-widget-button\" data-id=\"89b8780\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a 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--smush-placeholder-aspect-ratio: 63\/51;\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a5acdd0 elementor-absolute elementor-widget elementor-widget-image\" data-id=\"a5acdd0\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_position&quot;:&quot;absolute&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"62\" height=\"50\" data-src=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2025\/12\/quote-down.webp\" class=\"attachment-large size-large wp-image-4589 lazyload\" alt=\"quote down\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 62px; --smush-placeholder-aspect-ratio: 62\/50;\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d1c9ba6 e-con-full e-flex e-con e-child\" data-id=\"d1c9ba6\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-918b295 elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"918b295\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-circle\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M256 8C119 8 8 119 8 256s111 248 248 248 248-111 248-248S393 8 256 8z\"><\/path><\/svg>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5308c7e elementor-widget elementor-widget-text-editor\" data-id=\"5308c7e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><strong>Jean B<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-cc8934b e-con-full e-flex e-con e-child\" data-id=\"cc8934b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7f1c15c elementor-widget elementor-widget-text-editor\" data-id=\"7f1c15c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>&#8220;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.&#8221;<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4f44f06 elementor-widget elementor-widget-button\" data-id=\"4f44f06\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm elementor-animation-float\" href=\"https:\/\/www.google.com\/search?hl=en-ID&#038;gl=id&#038;q=Fintegrity,+60+Woodland+Park+Dr,+Tenafly,+NJ+07670,+United+States&#038;ludocid=3879344063383748280&#038;lsig=AB86z5Vzwyh_fx5GQF7JfgY6uLWb#lrd=0x89c2f1217902532f:0x35d632df3b823eb8,1\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">See all Reviews<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>About Us Founded by Jeffrey Barnett, Fintegrity is a fee-only fiduciary financial adviser built on institutional discipline.\u00a0 Before launching the [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"site-sidebar-layout":"no-sidebar","site-content-layout":"","ast-site-content-layout":"full-width-container","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-4558","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>About Fintegrity | Jeffrey Barnett, Harvard MBA<\/title>\n<meta name=\"description\" content=\"Jeff Barnett led the product management of a $40B portfolio at TIAA before founding Fintegrity. 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