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

The economy is down - why is the market up?

June 30, 2020

As of this writing in June 2020, things are...not the best they've ever been. COVID-19 cases are experiencing a sharp uptick as states have started to reopen. The US is looking at record unemployment. GDP is negative for the first time since 2014. Large, established companies such as Hertz have gone bankrupt. Protests have rocked every state. So why is the S&P500 up from where it was this time last year? Is the market nuts? Is this some kind of weird bubble, a disconnect from reality that will

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Cash flow management, the easy way

June 16, 2020

I am a huge personal finance nerd. I left firmware engineering (which I love!) because whether it's investing, insurance, taxes, estate planning, credit card optimization, long-term projections, or yes, cash flow management, I love it even more than coding. Going into my budgeting software of choice every week, categorizing all my transactions, and moving money between my "virtual envelopes" to keep my cash flow running smoothly...it's meditative for me.But I'm weird like that. Chances are, if

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How to invest cash in a volatile market (or any time, really)

June 2, 2020

Given that I work with tech professionals, the people who come to me asking for help generally have their financial ducks in a row. They've got a solid handle on cash flow management (and generally aren't interested in keeping up with the Joneses anyway). They're making good use of their employer benefits, putting money into (and often maxing out) their 401(k), and some are even socking money into a Roth IRA via "backdoor" contributions.So...why come to Seaborn, then? Generally, it's a

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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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