Britton Gregory

CFP®

Seaborn Financial, LLC

Principal

I can work with clients anywhere!

Britton Gregory

CFP®

Seaborn Financial, LLC

Principal

I'm a former engineer, so I get it. You want radical transparency. You want a data-driven approach to financial planning and investment management. You don't like commissions and financial fads -- you don't want to be sold, you just want good advice. You want something you can trust, but verify. That's what Seaborn offers. - Britton Gregory, CFP®

Fee-Only financial planner located in Austin, TX serving clients locally and across the country

Britton Gregory is an Austin, TX fee-only financial planner. Seaborn Financial, LLC provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Britton Gregory is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Hi, I'm Britton Gregory.  I'm a fee-only, fiduciary financial planner and investment manager in Austin, TX, and I specialize in working with tech professionals. I founded this firm in 2012, and was helping people with their finances for years before that.

I was an engineer for nearly twenty years, so I greatly prefer a research- and analysis-based approach to finance, rather than flashy salesmanship. More tax-efficient investing and research-proven factors of increased returns, and less market timing and hedge funds.

​Also, I stand out at financial advisor conferences, because I never wear a suit. Why? The better question is: why is a suit the official uniform of financial advisors? The answer is because our industry originated in sales; fee-only financial advisors such as myself are a relatively new invention, and still uncommon in the industry. Simply put, I don't wear a suit because I'm not a salesman. 

​One of my favorite questions (generally asked only after a beer or two) is: if I'm so good at finance, why aren't I retired and living the good life? The answer is: I am! Building something from the ground up, working hard on something that helps people and that I'm passionate about -- that's my kind of retirement, and it wouldn't have been possible without the financial skills I've built and been taught over the years.

Britton Gregory is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Seaborn Financial, LLC is a fee-only, fiduciary financial planning and investment management company in Austin TX, though we can use virtual meetings to work with clients anywhere.

We specialize in working with tech professionals: tax-advantaged investment management, retirement planning, employee benefits, stock options/purchase plans, and other relevant analyses are our area of expertise.

Moreover, we take an approach to our work that resonates with most tech professionals: data-driven, radically transparent, focusing more on substance than flash.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • ESPP and Stock Options
  • Employee Benefit Analysis
  • Tax Planning
  • College Education Planning
  • Retirement Income Planning

Ideal Clients

  • Tech Professionals

Working Together

  • Virtual Meetings
  • In-Person Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Britton Gregory is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • National Association of Personal Financial Advisors (NAPFA)
    Britton Gregory is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Britton Gregory is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Britton Gregory

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Office Locations:

  • 6617 Oasis Drive
    Austin, TX 78749

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