Seaborn Financial, LLC

Benjamin Yeung is a CFP® credentialed financial advisor with three years of industry experience, currently with Seaborn Financial, LLC. He previously worked at Fai Wealth Management and has been self-employed since 2009. Outside of his advisory role, Yeung founded BZY, LLC, which provides tutoring services in STEM subjects to high school and college students. Seaborn Financial, LLC offers investment management and financial planning services to individuals, including high-net-worth clients, and employer retirement plan sponsors. The firm employs a passive investment approach using index mutual funds and ETFs, combined with integrated planning and coordinated implementation across accounts.

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 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. Sound interesting? You can set up a meeting at https://seabornfinancial.as.me/.

Nicholas Parker is a CFP® professional with six years of industry experience, currently serving as an advisor at Seaborn Financial, LLC since 2021. His prior roles include positions at HFG Trust and The Vanguard Group. He is a member of an LLC established for his wife’s part-time contracting work, included for tax filing purposes. Seaborn Financial, LLC provides investment management and financial planning services to individuals, including high-net-worth clients, and employer retirement plan sponsors. The firm primarily uses a passive investment approach with index funds and ETFs, combining portfolio management with ongoing planning and tax-efficient strategies.