Britton Gregory, CFP® Seaborn Financial, LLC
- 6617 Oasis Drive, Austin, TX 78749
- (512) 814-7258
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.
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We hope you like it! OK, before I read any further: should I care?Maybe. You should care if all of the following are true: You have a 401(k), 403(b), or other retirement plan whose investments you have some control over, and/or an HSA You have more than $150,000 in total investable assets (including the accounts above) At least $50,000 of those assets are in IRA's and/or taxable brokerage accounts You believe that investment management can improve returns net of fees. If any of these aren't