Britton Gregory, CFP®
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Serving Clients Nationwide
We're built from the ground up to work with tech professionals.
Areas of Focus
- Employee Benefits
- Equity Compensation Options
- Investment Management
- Retirement Planning
- Taxes
About Britton Gregory, CFP®
Hi, I'm Britton Gregory. 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.
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.
(Trivia: look me up on IMDB, and ask me about it!)
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
Austin, TX
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a discovery session. It's a 30-minute "you ask me questions, I ask you questions" meeting to figure out whether and how it might make sense for us to work together. No need to bring any concrete details -- just a general sense of your financial situation is fine! (And if you're curious as to what happens after that, see the link to our Services page in the Highlights tab below.)Offers Investment Management
Yes
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.
Education
Rice University, BS, Electrical Engineering BS
Hobbies and Interests
- Board Games
- Family
- Running
- Video Games
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Dual Income Family
- Engineers
- Gen X
- Gen Y / Millennials
- Technology Professionals
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