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Fintegrity® – Investment Adviser Serving Tenafly, NJ

Boutique Wealth Management Rooted in Behavioral Finance

Fintegrity is proud to be headquartered in Tenafly, NJ—bringing institutional investment expertise and boutique advisory service to families across Northern New Jersey.

Tenafly is known for its tree-lined streets, excellent schools, and proximity to New York City. From the Tenafly Nature Center to Davis Johnson Park and the Tenafly Senior Center, families here value both community and legacy. Fintegrity reflects those values by helping residents preserve wealth and plan for milestones.

Just as Tenafly’s Elizabeth Cady Stanton House honors a legacy of leadership, Fintegrity helps families build financial legacies with clarity and confidence.

What Our Clients are Saying

What Our Clients
are Saying

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What Our Clients Saying

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.

Ellipse 43
Aimee P
Tenafly County Resident

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FAQ

Does Fintegrity meet with clients in person?

Yes. Fintegrity meets with clients in person by appointment at our Tenafly, NJ office, with most ongoing meetings conducted by video conference for convenience. Initial discovery meetings can be scheduled either in person in Tenafly or by video, at the prospective client’s preference.
Fintegrity is a boutique fee-only RIA managing $65.3M in assets for 24 client households — a deliberately small client base that allows direct, principal-led service rather than the rotating advisor teams typical at national platforms. The Tenafly office is a private, by-appointment setting located in eastern Bergen County, NJ, approximately 5 miles north of the George Washington Bridge and accessible by car or by NJ Transit bus 166X or 166T from the Port Authority Bus Terminal in Manhattan.
Most clients meet in person once or twice per year — typically for initial onboarding and the annual review meeting — supplemented by video meetings for quarterly portfolio reviews, planning discussions, and ad hoc questions. Clients across our nine-state service area (NJ, NY, CT, PA, MD, FL, WI, CO, OR) interact with us as frequently as they wish through the channel they prefer.
For prospective clients, the practical implication is that geography is rarely a constraint — what matters is whether Fintegrity’s service model, fee schedule, and investment approach fit your household.
No. Fintegrity serves clients throughout the United States and currently has client relationships in nine states: New Jersey, New York, Connecticut, Pennsylvania, Maryland, Florida, Wisconsin, Colorado, and Oregon.
Fintegrity is a state-registered investment adviser (CRD #292421) regulated by the NJ Bureau of Securities. We serve clients nationwide.
Most client meetings are conducted by video conference, with portfolio reviews delivered through screen-shared performance reports and recorded in our compliance archive. Clients who prefer in-person meetings are welcome at our Tenafly, NJ office by appointment; clients across the country interact with us as frequently as they wish through video, phone, and email.
For prospective clients outside the New York metropolitan area, the practical answer is that location is rarely a constraint — what matters is whether Fintegrity’s service model, fee schedule, and investment approach fit your household.
Yes, Fintegrity LLC is registered with the New Jersey Bureau of Securities because we are located in New Jersey. You can see the registration on the SEC’s website under CRD #292421.
The New Jersey Bureau of Securities, a division of the New Jersey Office of the Attorney General, regulates investment advisers, broker-dealers, agents, and securities offerings in New Jersey. The Bureau can be reached for general information or to file complaints at 973-504-3600 or toll-free at 1-866-I-INVEST (1-866-446-8378), by email at njbos@dca.njoag.gov, or in person at 153 Halsey Street, 6th Floor, Newark, NJ 07102. Additional information is available at nj.gov/oag/securities.
Investors evaluating any New Jersey-based adviser can independently verify registration, disciplinary history, and Form ADV filings through the SEC’s Investment Adviser Public Disclosure database and through the New Jersey Bureau of Securities directly.
Reviews of Fintegrity are available on our Google Business Profile, where current and former clients have submitted first-party Google reviews directly to Google.
Fintegrity does not solicit reviews, edit review content, or compensate clients for reviews — every review on the listing reflects the reviewer’s independent experience. Google reviews are first-party content hosted on Google’s platform, not on the Fintegrity website, and Fintegrity has no ability to remove or alter the review content posted there.
Under the SEC Marketing Rule (Rule 206(4)-1(b)), Fintegrity discloses the following regarding the Google reviews available on our Google Business Profile: (1) no cash or non-cash compensation has been provided in exchange for any review; (2) no material conflicts of interest exist between Fintegrity and any reviewer; (3) Fintegrity does not control the content of Google reviews and disclaims responsibility for any third-party statement therein. Reviews represent individual client experience and may not be representative of the experience of all clients. Past performance is not indicative of future results.
For prospective clients, this means you can read independent client experience directly on Google’s platform without going through any Fintegrity-curated process — the reviews are exactly as the reviewers wrote them.
Fintegrity’s typical New York metropolitan area clients are HNW households with $2 million or more in investable assets, including retired professionals, business owners, physicians, veterinarians, financial-services executives, and corporate executives.
These households commonly share three planning patterns: (1) complex compensation history including equity awards, deferred compensation, and partnership distributions; (2) multi-state tax exposure from New York employment combined with New Jersey or Connecticut residency; and (3) multi-generational planning concerns including parent care, college funding for children or grandchildren, and estate-tax exposure under both federal and state regimes.
Fintegrity manages 24 client households representing approximately $65.3 million in assets under management as of December 31, 2025. The firm has a stated $2,000,000 minimum for new investment management relationships, and standalone financial-planning engagements are available without an asset-management minimum starting at $10,000 per project.
For HNW families in the NYC metro area, the practical fit is clearest when you have $2M+ in investable assets, a moderately complex tax picture, and a preference for direct access to the managing principal — an HBS MBA and former TIAA Managing Director — rather than a regional advisor team.
The “best” fee-only fiduciary adviser for a $5 million portfolio in Tenafly, NJ is the one that meets four objective criteria: (1) fee-only compensation, (2) continuous fiduciary duty, (3) independent third-party performance verification, and (4) direct access to a credentialed principal rather than a rotating team.
Bergen County, NJ has over 200 SEC- and state-registered investment advisers based on SEC IAPD records, but only a small subset meets all four criteria simultaneously. Fee-only means the adviser accepts no commissions, kickbacks, or product-sales compensation — a structure followed by approximately 15% of U.S. financial advisers (NAPFA). Continuous fiduciary duty means the adviser acts in the client’s best interest 100% of the time and is not dual-registered as a broker. Third-party performance verification under the Global Investment Performance Standards (GIPS) is adopted by fewer than 4% of U.S. RIAs because of the cost and ongoing audit burden. Direct principal access at the $5M relationship level is increasingly rare as national platforms route HNW clients to regional adviser teams.
Fintegrity LLC, headquartered in Tenafly, NJ (CRD #292421), meets all four criteria: fee-only, fiduciary 100% of the time, GIPS-verified by The Spaulding Group for the period 1/22/2019–12/31/2025, and led by founder Jeffrey Barnett — Harvard Business School MBA and former TIAA Managing Director responsible for approximately $40 billion in assets across multiple asset classes (equities, fixed income, and alternatives) — who personally manages every client relationship. Fintegrity’s tiered fee schedule for a $5M portfolio produces a blended effective rate of approximately 0.80%, declining further at higher asset levels.

For Bergen County families with $5M+ in investable assets, the practical recommendation is to verify these four criteria for any adviser on your shortlist using the SEC’s IAPD database — and to interview the principal who would actually manage your portfolio, not a regional sales representative.

Disclosure

Past performance does not guarantee future results. All investments involve risk, including possible loss of principal. Registration does not imply a certain level of skill or training.

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