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LEARN

If you'd like to learn more about my approach to financial planning and investment management, I recommend reviewing these informational pages.

What to Expect

What is it like to work with Seagrass Financial?

Investing
Philosophy
+
Financial
Independence

RECOMMENDED READING LIST

Education

If You Can

by William Bernstein. It is a short (15-page) paper targeted at millennials, but the basic concepts and message are applicable to just about anyone.

The Four Pillars of Investing

by William Bernstein (one of my favorite financial authors). A great introduction to market history, investing, and other financial planning topics.

All About Asset Allocation

by Richard Ferri. Clear and readable introduction to investing.

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© 2025 Seagrass Financial, LLC.

Fiduciary Oath

Disclaimer

Privacy

ADV Part 2

Seagrass Financial, LLC is a Registered Investment Advisor Firm in the State of Oregon.  Prior to any advisory work conducted outside Oregon, Seagrass Financial, LLC would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.

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