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Britton Gregory (CFP®)

Britton Gregory focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Seaborn Financial, LLC is a fee-only, fiduciary financial planning and investment management company in Austin TX, though we use virtual meetings to work with clients anywhere. 

We specialize in working with tech professionals: retirement planning, tax-advantaged investment management, employee benefits, stock options/purchase plans, and other relevant analyses are our area of expertise. 

Moreover, we take an approach to our work that resonates with most tech professionals: data-driven, radically transparent, focusing more on substance than flash. 

Finally: we come from the modern tech world, so we’re Agile. This means we’re constantly iterating, constantly tweaking, constantly making things better -- mostly in response to your feedback! 

Additional Information

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.

NAPFA Start Date

January 26, 2018

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

6617 Oasis Dr Austin, TX 78749-2710 Phone: (512) 814-7258
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