A complete list of active advisors currently associated with Fintegrity

Warmer can help you find a great advisor at Fintegrity or one who fits your needs even better.

Fintegrity LLC is a fee-only, registered investment adviser that provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth individuals, families, trusts, business entities, and retirement accounts. Services include customized portfolio management with written investment policy statements, ongoing monitoring and reporting, project-based financial plans, and an option for continuous planning under a monthly retainer. The firm’s investment approach is grounded in fundamental analysis and behavioral finance, emphasizing individual stocks, bonds, and cash equivalents, long-term holdings, and periodic tactical rebalancing; ETFs and mutual funds are used selectively for diversification or cost efficiency. Portfolios are typically managed as separate accounts tailored to client objectives, tax considerations, and risk tolerances, with incorporation of legacy holdings and coordinated work with clients’ tax and legal advisors. Noteworthy features include a claim of GIPS compliance and independent verification by The Spaulding Group—an uncommon practice for a firm managing roughly $65 million across 27 client relationships—and a stated $2 million minimum for new advisory relationships. The firm also highlights a fee-only structure that avoids product commissions, offers ongoing monthly retainer planning, and does not vote client proxies, leaving voting decisions to clients.

To learn more about the advisors currently working at Fintegrity, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.