Britton Gregory, CFP®

Principal

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 a 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? Simply put, I don't wear a suit because I'm not a salesman

 

And yes, I'm a nerd who loves playing video games with my kids on weekends!

5-Minute Financial Scorecard

Whether you’re intentional about it or not, you’re using a set of financial strategies. How much benefit are you reaping from them -- and how much more could they be making? Answer a few questions and find out how optimized your financial strategies are!

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Disclaimer 


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