Get back to your life.
We’ve got this.
We are the premier financial specialists in optimizing high incomes and navigating financial transitions.
Masters of Chaos
When life gets complicated, our role is simple - deliver clarity.
We coordinate every aspect of your finances - taxes, retirement, cash flow, benefits, estate, insurance, education and business planning - so you can focus on what you do best.
The right decision at the right moment can change everything.
How We’re Different
We specialize in distilling complexity into prescriptive, actionable steps.
Most advisors fear uncertainty - we embrace these opportunities.
High-Touch Service
We intentionally work with a limited number of clients to provide deeply personalized service and attention. You will have direct, confidential, and secure one-on-one access to a trusted financial expert, ensuring that all your questions and concerns are addressed with care and respect. Your advisor will personally create and guide you step-by-step through your financial program.
Fee-Only Fiduciaries
We are not a robo-advisor, we do not sell products or earn commissions, and we have no external affiliations, ensuring conflict-free devotion to the needs of our clientele.
Financial Independence
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: Financial Profile
Reach out to begin the process. We will provide a questionnaire to help build your financial profile. If our services align with your needs, we will schedule a call to discuss further. If not, we will connect you with the best resources for your situation.
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Step 2: Financial Review
Our Financial Review provides a comprehensive assessment of your financial situation, covering key areas such as cash flow, investments, taxes, retirement, and more. You will receive a secure, downloadable report with action items through your private portal, with the option to discuss it via a virtual meeting or access a recorded presentation at your convenience.
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Step 3: Ongoing Support
We offer ongoing support to a select group of clients, as capacity allows. Our annual retainer includes up to 4 meetings per year, including a comprehensive annual review, tax planning and preparation, and unlimited email and phone access to your advisor to ensure you are supported as your life changes.
Meet The Founder
Lauren Mishra, PhD, CERTIFIED FINANCIAL PLANNER® and Enrolled Agent
I realized early on that I thrived in situations that most clients - and most advisors - fear: uncertainty and transition. In these moments, I found a deep level of connection with my clients and fulfillment in my role as their advisor.
I founded my practice with the goal of providing the most conflict-free financial advice possible, making that principle the bedrock of everything we do.
I personally design and manage every financial plan from start to finish with a data-driven, scientific approach.
Ready to take control?
Contact us today to get started.
Certifications and Accreditations
