A complete list of active advisors currently associated with Seaborn Financial, LLC
Warmer can help you find a great advisor at Seaborn Financial, LLC or one who fits your needs even better.
Seaborn Financial serves individual and high‑net‑worth clients as well as employer plan sponsors, providing tailored investment management, comprehensive financial planning, and pension consulting. The firm implements retirement planning, estate-document support, and manages both custodial accounts and held‑away assets such as 401(k)s and HSAs. Seaborn’s investment approach is primarily passive, constructing portfolios from index mutual funds and ETFs and applying discretionary rebalancing, tax‑loss harvesting, and opportunistic asset‑location adjustments. The adviser integrates planning with portfolio management operationally—clients receiving ongoing investment management are generally expected to participate in ongoing financial or retirement planning, and the firm uses order‑management tools to implement strategies across account types. A noteworthy feature compared with many peers is a regular program of 90‑minute educational seminars and speaking engagements offered to organizations and the public (sometimes provided pro‑bono), presented as strictly educational rather than individualized advice. The firm operates with a small advisory team managing a concentrated set of household relationships and also provides employer pension consulting and estate document‑preparation services as part of its planning offerings.
To learn more about the advisors currently working at Seaborn Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Seaborn Financial, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Austin, TX
| 14
| |
Richland, WA
| 7
| |
Austin, TX
| 4
|
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