Britton Gregory, CFP® Seaborn Financial, LLC

Contact this advisor

About Britton Gregory, CFP®

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 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 I’m 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.

Sound interesting? You can set up a meeting at https://seabornfinancial.as.me/.

Contact this advisor

Recently Published

It's not a financial plan without Monte Carlo

February 24, 2019

A long time ago, I wrote about what financial planning looks like, and made an offhand comment that I should really dedicate a full post to Monte Carlo simulations.That time is nigh!Monte Carlo simulations are one of the cornerstones of what I call "adaptive financial planning" -- keeping you on track not to die rich, nor to die poor, but to live richly. By using Monte Carlo to project decades into the future, we can make small course corrections now to effect large changes in the future.

Read the full post →

"What do you think about Tesla", and other parables on finance

February 10, 2019

When I let my engineering colleagues know that I was going to pursue financial planning full-time, we had some of the most fascinating conversations.For instance, there was the colleague who pulled me aside and, in a conspiratorial sotto voce, asked me, "So...what do you think about Tesla?"One word: TSLAIt was a scene straight out of The Graduate. The trouble (I attempted to explain, though I'm not sure it sunk in) is that the market is really, really good at its job of setting prices that

Read the full post →

Marijuana stocks -- one more round

January 27, 2019

It's been a year since I wrote my post on bitcoin, and I was planning on writing a follow-up to talk about what's happened since then. However, I've found that I'm having the same conversations I used to have about bitcoin, but this time around marijuana stocks. Apparently, some messages bear repeating! So if you read that other article, this one's going to sound really, really familiar. Lazy? Maybe. But sometimes you just have to say the same thing over and over again until the point is driven

Read the full post →

Visit the blog →

Ideal Clients

  • Engineering Professionals
  • Gen X
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $3,200
  • Monthly Fee: $185/mo
  • AUM: .60%

 

SEC Records

States Registered

  • Texas

File Complaint

Loading...