About Elion
Elion Financial is an independent, woman-led financial planning and tax strategy firm built for busy professionals who want clarity and simplicity without losing control. We create and maintain custom financial systems that run seamlessly in the background—offering the flexibility, detail, and personal attention that large national firms can’t match. From meeting outside of standard business hours to taking on the heavy lifting, we design systems that fit real lives and provide clients with a clear, reliable framework.
About the Founder
Lauren Mishra, PhD, CERTIFIED FINANCIAL PLANNER® and Enrolled Agent
“I work with professionals in medicine, science, and technical fields—driven, capable individuals who are often stretched thin. My clients value a process that’s transparent and grounded in logic. While some advisors find this level of scrutiny challenging, I welcome it. For analytical minds, true peace of mind comes only when they can see the reasoning behind the methods they rely on—and I’m committed to building that trust through clarity and evidence-based strategies.
I take a hands-on approach that goes beyond traditional financial planning—personally managing the implementation of each client’s plan and handling the details so they can focus on living their lives, not tracking spreadsheets. My practice is built on long-term relationships rather than short-term transactions, and my clients value both the structure and the peace of mind that comes from having a system that simply works.”
My Story
I made the shift to finance after a rewarding career as a synthetic chemist, discovering new pharmaceuticals. After my husband completed his medical residency and started working as an internist, we began seeking financial advice, only to be turned away by traditional firms because our assets were just starting to grow. The more I looked into it, the more I saw an opportunity to apply my scientific background to finance. I realized that my experience teaching students and young scientists could easily translate into helping clients understand and take control of their money.
Originally from Macon and Helen, Georgia, my husband and I now call Tucson, Arizona home, where we’re raising our two kids. As a family, we love football, baseball, and tennis, as well camping, hiking, and skiing. We’re passionate about protecting the environment and advocating for human rights, and we work to create the same kind of balance in our own lives that I encourage my clients to pursue.
My History
My first money memory was watching my parents turn a rundown go-kart track in Helen, Georgia into a thriving small business—and retire by 50. Their determination taught me what’s possible with the right plan.
I began my career in science by earning a M.S. in Biophysics followed by a Ph.D. in Medicinal Chemistry and then working in academic pharmaceutical research for nearly a decade at both the University of Michigan and the University of Arizona. But my path shifted when my husband and I—an M.D./Ph.D. couple—struggled to find financial advice that truly fit our stage of life. Advisors just wanted our assets, not our questions.
So I learned the system myself. I discovered that financial planning could also be analytical, strategic, and rewarding. I became a CFP® and Enrolled Agent and began helping others like us—HENRYs, physicians, and professionals navigating complex transitions.
Today, I work with clients who value clarity and action. Whether you’re launching a business, planning a big move, or approaching retirement, I thrive on solving the financial puzzles that come with change.