Get back to your life.
We’ve got this.
Full-Service Wealth Management & Tax Strategy.
Fee-Only.
Woman-Led.
Personal by Design.
The only money choice you should have to make alone is how to spend it.
We coordinate every aspect of your finances — taxes, retirement, cash flow, benefits, estate, insurance, education, and business planning — so you can get back to what you do best.
Who We Are | Who We Serve
Elion Financial is an expert team built for professionals with demanding lives. We combine personalized financial planning with hands-on execution — managing the details, coordinating your tax strategy, and keeping your plan moving forward.
Led by Dr. Lauren Mishra, a CERTIFIED FINANCIAL PLANNER® and IRS Enrolled Agent, every client relationship is handled with care, flexibility, and precision — no junior handoffs, no generic processes.
“These clients aren’t difficult. They’re maxed out. I know what that life looks like — I live it, and I’m married to it. My husband is a hospitalist, and I know firsthand how demanding these careers are and how little bandwidth is left for anything else. My goal is to remove that burden — to take care of their financial lives with precision, care, and patience — while making sure they feel supported and in control.”
We serve:
High-Earning Professionals: Physicians, dentists, attorneys, architects, professors, executives — smart, driven and stretched thin.
Early-Career Talent: Residents, Fellows, and leaders of startups.
Lives in Motion: Job changes, new families, relocations — we guide every step.
“We didn’t have trusted guidance early on — and we made avoidable mistakes. Helping others avoid them is personal to me.”
You stay involved and in control — without having to manage it all.
How We’re Different
We don’t just manage investments or file taxes — we take full responsibility for your financial life, so you don’t have to carry the mental load.
Prescriptive
Every recommendation is grounded in a full understanding of your goals, cash flow, taxes, and overall financial life. Our advice is prescriptive, not generic—focused on what you need to do, not just what’s possible.
Turnkey
We build a custom framework that keeps your finances running smoothly in the background. You stay in control with full visibility, while we handle the day-to-day management and updates—so you can focus on living and enjoying the income your system provides.
Fee-Only Fiduciaries
We’re an independent, conflict-free firm—no commissions, no product sales, no robo-advice. Our sole focus is our clients’ best interests, with a thoughtful, long-term approach and unwavering discretion.
Empowerment
No jargon. No lectures. No judgment.
A central goal of Elion is to guide our clients toward true financial independence; not just by managing your money, but also by demystifying finance and empowering you to make confident decisions.
Our Process
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Step 1: Introduction
Tell us why you’re unique, what’s bothering you about your money, and what you’d like help with, and we’ll respond quickly to schedule an introductory meeting to explore your needs.
If we’re a good fit, we’ll schedule your Financial Review, create your private personalized financial site, and begin gathering the information we need to get started.
We work with a limited number of clients to ensure each receives the attention they deserve. If we’re at capacity, we’ll let you know here, and you’ll have the option to join our waitlist.
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Step 2: Financial Review
Your Financial Review is a comprehensive, one-on-one session with a Certified Financial Planner® and IRS Enrolled Agent tax professional, designed to assess your full financial picture and determine your most pressing needs.
After your review, you’ll get personalized notes with explanations and recommendations uploaded to your private site. You can download, revisit, and use them anytime—they’re designed to be portable and practical, not locked behind ongoing services.
You’ll also be granted 30 days of direct follow up via phone or email to address any new questions or revisit any topic covered.
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Step 3: Ongoing Support
We provide ongoing support to a select group of annual Private Retainer clients as capacity allows.
This service includes comprehensive tax planning and preparation, regular meetings throughout the year, as well as implementation and full service management.
Private clients also enjoy unlimited email and phone access to their advisor, ensuring continuous support whenever questions or changes arise.
Certifications and Accreditations
Why Elion
Elion Financial is named in honor of Gertrude Elion (1918–1999), a pioneering medicinal chemist and Nobel Laureate. Elion’s groundbreaking work transformed modern medicine — leading to treatments for leukemia, organ transplant rejection, and viral infections. What set her apart was not only her brilliance, but her ability to bring creativity, rigor, and compassion together in solving complex problems that touched millions of lives.
My own career began in the world of medicinal chemistry, where I was inspired by the curiosity and persistence of scientists like Elion. Over time, I felt called to bring that same spirit of discovery and problem-solving into personal finance. Naming this firm after her bridges my past life in science with my current life in financial planning — honoring a legacy of innovation and care, while reflecting my commitment to help clients tackle complex challenges with clarity, creativity, and purpose.
