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.
My husband and I are originally from Georgia, but now call Tucson, Arizona home, where we raise our two kids. As a family, we’re big fans of football, baseball, and tennis, and we love to camp, hike, and ski. We're passionate about the environment and human rights, and we’re always striving to find the balance in life that I encourage my clients to seek as well.
My History
My first "money memory" came at age 5 when my family moved from a suburb of Dallas, Texas to the small tourist town of Helen, Georgia. My parents bought a rundown go-kart track, and turned it into a thriving amusement park. Watching them build a small business from scratch and retire by 50 had a powerful impact on me. Their hard work and determination inspired me with the confidence to create my own way.
I initially pursued a passion for science—first earning my bachelor’s in chemistry from the University of Georgia, followed by a master’s in biophysics at the University of Virginia, and a doctorate in medicinal chemistry at the University of Michigan to become a synthetic chemist discovering and developing pharmaceuticals for nearly a decade at both the University of Michigan and the University of Arizona.
However, my career took a turn when my husband and I struggled to find financial advice that met our needs. As a newly-minted M.D. and Ph.D. couple, we were often dismissed by traditional financial advisors who weren’t interested in working with us until we had larger assets to invest; but no one was willing to help us get there. Since we seemed to be on our own, I dove into financial planning myself. I quickly realized that financial management could be approached with a scientific, data-driven mindset and that I had a passion for working with HENRY’s (Higher Earners, Not Rich Yet) and other’s who are suddenly navigating a very different financial landscape.
I became a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent, gaining experience while helping friends and colleagues of ours, especially other physicians. I launched my firm to provide flexible and tailored financial solutions that make sense for my clients, even at the earliest stages of their careers when the right advice can make an enormous difference.
I love that every client brings unique challenges, whether it’s a move, career change, or a new business. These complex puzzles are what excite me, and I thrive on solving them!