Britton Gregory, CFP® Seaborn Financial, LLC

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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/.

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Recently Published

Estate planning: the red-headed stepchild of financial planning

May 19, 2019

Man, I can't tell you how many times someone has come to me and said, "yes, I'd love for you to run an analysis on retirement, investing, insurance, and all that, but what I'm really worried about is my estate plan!" Actually, yes, I can. It's zero.Estate planning is far from the thoughts of many of us Gen-X/Gen-Y folks; we're only just now getting over the idea that we're immortal. But in the words of my estate planning professor: "There are two things that absolutely must work the first time:

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Health Savings Accounts: the triple tax shelter

May 5, 2019

Although they've only been around since 2003, Health Savings Accounts (HSA's) have become a common sight in employee benefit packages, and HSA-eligible plans cover about 3 in 10 employees, according to EBRI. Speaking as a financial planner, I love them, and hope that statistic goes up in the future. But what is an HSA, exactly? How is it similar to, and different from, an FSA? Why would you want one, why wouldn't you want one, and what's involved?I'm glad you asked.The overviewLet's go up to the

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How to measure investment performance

April 21, 2019

Some of you are doubtless reading this and thinking, "It's simple: does my 401(k) balance go up every year?" Sadly, it's not that simple. Not by a long shot. Here are some things you need to know.Risk v. rewardFirst and foremost, there are two primary characteristics to measure your investment's performance: return and risk. Annualized returns are important, but risk is equally important.Let's say you have two imaginary investments: one returns a flat 4% every year, and one returns an average of

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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

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