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 clients — including high-net-worth households — and employer plan sponsors, providing investment management, comprehensive financial planning, and pension consulting. The firm reports roughly $151.3 million in assets under management for about 76 clients and operates with a three-advisor team. The firm follows a primarily passive, asset-allocation approach, building portfolios largely from index mutual funds and ETFs and implementing regular rebalancing and tax-aware strategies such as tax-loss harvesting. Seaborn manages client accounts on a discretionary basis and also implements tax-efficient asset location and opportunistic rebalancing for held-away retirement accounts (e.g., 401(k)s and HSAs) using an order management system. What is distinctive about the firm is its public-facing educational program and employer-plan work: Seaborn offers 90-minute seminars and speaking engagements (which can be provided pro bono) that are explicitly educational and do not provide individualized advice, and it provides ongoing pension consulting and participant education to plan sponsors. The combination of hosted public seminars, discretionary management of held-away retirement accounts, and hands-on plan-sponsor consulting is less common among similarly sized, supported advisory firms.

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.