Jane Mepham, CFP®

Simplifying US Finances for Foreign-born Families & Work Visa Holders

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Elgon Financial Advisors Jane Mepham, CFP®
Austin, TX

Serving Clients Nationwide

Simplifying US Finances for Foreign-born Families & Work Visa Holders

2 Certified Advisor Reviews™
5 out of 5 Stars
Rate this Advisor

Areas of Focus

  • Employee Benefits
  • Equity Compensation Options
  • Estate Planning
  • International and Cross-border Planning
  • Investment Management
  • Money Psychology
  • Saving for College
  • Tax-Smart Accumulation Planning

About Jane Mepham, CFP®

Hey!, I'm Jane Mepham,

I moved to this country in my early adulthood, backed by excellent academic qualifications, and I was very successful in tech. I could integrate into different aspects of the system, but there was a vast void regarding US finances.

I wanted to work with somebody who would consider my cultural background, incorporate my overseas assets and be willing to educate me on the new system.

But I could not find anybody able to help my international family, while considering their immigration status. My research shows that many of us seek this kind of experience.

This was my WHY for starting Elgon Financial Advisors. A firm that helps foreign-born individuals (immigrants) and foreign nationals on work visas:

- Pursue the American dream by investing prudently.
- Simplify US Finances
- Avoid Tax Minefields

CAREER HIGHLIGHTS

🎙️ Host of The International Money Café Podcast
📝 Frequent contributor to the financial media
💻 Harvard Business School partner on financial webinars for students on visas

When I'm not figuring out how to simplify the complexities of US finances, I'm most likely spending time with my family exploring Austin or running the city's trails and roads in my quest to qualify for the Boston Marathon.

I can't wait to meet you and learn more about your life, where you are coming from and where you want to go!

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • Global Financial Planning Institute
  • National Association of Personal Financial Advisors
  • The AGC
  • The CIGA Network
  • XY Planning Network

Primary Location

5900 Balcones Dr Ste 4040, Austin, TX 78731

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Only
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

At our initial meeting, we'll explore your goals and obtain an understanding of how a relationship with us might benefit you. If there's a fit, we'll customize a plan that suits your unique requirements, agree on a fee, and get started!

Offers Investment Management

Yes

About Elgon Financial Advisors

We are a virtual firm that offers Financial Planning and Investment Management to Foreign-Born Families (Immigrants) and foreign nationals on work visas, especially those working in the STEM space (Science, Technology, Engineering, etc.).

We walk alongside you as you make critical life decisions and work with you to achieve the best version of your life in the US.

We understand what it means to be a cultural stranger in a new community and have to learn everything about a different financial system. We collaborate and walk with you every step of the way.

Education

Worcester Polytechnic Institute, Master of Science | Worcester State College, BS, Computer Science | Bryant University, Financial Planning Certificate Program

Volunteer Experience

Foundation Communities (Austin, Texas)

Awards and Honors

Languages

  • English

Hobbies and Interests

  • Church
  • Computer
  • Dancing
  • Exercising
  • Family
  • Hiking
  • Reading
  • Running
  • Sports
  • Tennis
  • Theater
  • Traveling
  • Volunteering
  • Working Out
  • Writing

Who We Serve

  • Americans Living Abroad
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Expats
  • Financial Independence Retire Early (FIRE)
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Immigrants
  • Intergenerational Families
  • Remote Workers
  • Technology Professionals
  • Women Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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Smart helpful and kind

✅ Wealthtender Certified Advisor Review™
Mar 11, 2025
Jane is not only a great financial advisor but also a knowledgeable, kind, and hard working. She’s ready to do the research to help advise on tricky financial decisions or provide the depth of knowledge she already has on cross-border financial advice. We’re so happy we chose Jane as our advisor.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mat Budelman
Mat Budelman

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 27, 2022
-
Relationship to Financial Advisor: Prospect
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kerry M Maguire
Kerry M Maguire