Britton  Gregory,  CFP<sup>&reg;</sup> - Financial Advisor

Britton Gregory, CFP®

Principal

Seaborn Financial, LLC

6617 Oasis Drive
Austin, TX 78749
FINANCIAL ADVISOR'S WEBSITE
(512) 814-7258 CONNECT WITH Britton
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General

Britton Gregory is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Seaborn Financial, LLC in Austin, TX and the surrounding communities.

Financial Advisor Overview

I was an engineer for nearly 20 years, 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. If you'd like to hear more, you can schedule a meeting.

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Financial Advisor Experience

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. 

Sound interesting? Schedule a meeting, and we'll see how we can help!

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Personal Taxes

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Helpful Financial Planning Resources