Data-driven? So are we.
Seaborn Financial, LLC is a fee-only financial planning and investment management company.
We're built from the ground up to work with tech professionals.
We're located in Austin, TX, though we serve clients anywhere in the US.
Read on to see if we're right for you.
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.
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