Get back to your life.
We’ve got this.
Modern Financial Planning & Tax Strategy for the Modern Professional.
Woman-Led.
Personal by Design.
The only money choice you should 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 specifically for busy, high-achieving professionals. We offer personalized financial planning and tax strategy — designed to fit a demanding life.
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.
Turnkey System
We build a custom, automated 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: Financial Profile
Reach out to get started, and we’ll respond quickly to schedule an introductory meeting to explore your needs.
If we’re a good fit, we’ll schedule your next session, create your private personalized financial site, and begin gathering the information needed for a complete assessment.
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 Enrolled Agent, designed to assess your full financial picture — including cash flow, investments, taxes, retirement, and more.
After your review, you’ll get personalized notes with explanations and recommendations via a secure link. You can download, revisit, and use them anytime—they’re designed to be portable and practical, never 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 clients through our annual retainer, offered as capacity allows.
This service includes comprehensive tax planning and preparation, along with regular meetings throughout the year to review and adjust your financial plan as life evolves.
Retainer clients also enjoy unlimited email and phone access to their advisor, ensuring continuous support whenever questions or changes arise.
Ready to take control?
Contact us today to get started.
Certifications and Accreditations
