Seaborn Financial, LLC
Seaborn Financial, LLC
Austin, TX
Serving Clients Nationwide
We're built from the ground up to work with tech professionals.
0 out of 5 Stars
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Primary Advisor Locations
Britton Gregory, CFP®
Benjamin Yeung, CFP®
Seaborn Financial, LLC
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
About Seaborn Financial, LLC
Driven by data? So are we.Seaborn Financial, LLC is a fee-only, comprehensive financial planning firm that focuses on tech professionals.
What does that mean?
It means that we don't accept commissions from anyone, ever.
It means have a fiduciary obligation to you -- we're legally obligated to always work in your best interest, rather than a salesperson, who is obligated to work in the best interest of the company they represent.
It means we fully optimize your finances, including investments, retirement planning, savings, debt, employee benefits, cash flow management, insurance, and more.
And it means that we're especially well-equipped to deal with issues specific to tech professionals, like how best to handle their ESPP, 401(k), and stock options.
We're located in Austin, TX, though we serve clients anywhere in the US.
WHAT WE'RE BUILT ON
We're out to change what "financial advisor" means. This is what it looks like at Seaborn:
▪️ Analysis
We're systematic, methodical, data-driven. We don't speculate or go with our guts. We use technology to its utmost to streamline and add power to our services. If you like placing large bets on speculation or if you're not comfortable with technology, we might not be for you.
▪️ Transparency
As a fee-only Registered Investment Advisor, we accept no commissions from anyone, ever, and we have a fiduciary duty to our clients that we take very seriously. The goal is that you should always be clear on what we're doing, and why, and the tradeoffs involved.
▪️ Perspective
We're passionate about what we do. We give to local charities. We volunteer our time to help the community. We have a sense of humor about our work. We know that people sometimes mistake emotion and a sense of humor for lack of professionalism. We're okay with that -- we let our data do the talking.
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Dual Income Family
- Engineers
- Gen X
- Gen Y / Millennials
- Technology Professionals
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