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Seaborn Financial

EST. AUM
$151,302,065

CONTACTS
3

CLIENT ACCOUNTS
507

Firm Details

Metro area Austin
CRD Number 159073
Website seabornfinancial.co
Client types

Overview

Seaborn Financial, LLC is a fee-only financial planning firm that provides a range of financial services to tech professionals. The firm operates as a fiduciary, meaning it is required to act in clients' best interests and does not earn commissions. Seaborn Financial offers services including investment management, retirement planning, savings strategies, debt management, employee benefits analysis, cash flow management, and insurance planning. The firm also provides guidance on financial matters specific to tech professionals, such as employee stock purchase plans (ESPPs), 401(k) plans, and stock options.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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