Britton Gregory
CFP®
Seaborn Financial, LLC
Principal
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
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Britton Gregory is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Britton Gregory is a NAPFA-Registered Financial AdvisorThe 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.
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Britton Gregory is a Member of the XY Planning NetworkThe 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.
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Britton Gregory is Quoted in the Wall Street Journal: "Retirement Savers Love the Backdoor Roth IRA Strategy. It Might Not Last."
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Britton Gregory is Quoted on The Huffington Post: "What To Do If Your 401(k) Is Losing Money"
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Britton Gregory is Quoted in Investor's Business Daily: "Some Advisors Abandon Their Initial Niche For Something Better"
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Britton Gregory is Quoted on Kiplinger: "The Talk Before Moving In Together"
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Britton Gregory is Quoted on NerdWallet.com: "How to Get Your Partner On Board With Travel Rewards Cards"
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Britton Gregory is Featured on XY Planning Network: "Good Financial Reads: Creating a Financial Plan"
Contact Britton Gregory
Office Locations:
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6617 Oasis Drive
Austin, TX 78749
