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.