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

6 Certified Advisor Reviews™

5 out of 5 Stars

Jump to Reviews

(512) 609-0084

Website

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 ®

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

Book Intro Call

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)

Languages

English

Hobbies and Interests

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

SEC Lookup

View Disclosure

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

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review

By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Trustworthy, no-pressure advisor

✅ Wealthtender Certified Advisor Review™

Oct 8, 2025

Jane has a calm, thoughtful demeanor that inspires trust in her advice. The advice itself is well researched and explained in easy to understand language. Early on, Jane took time to understand our financial situation, expectations and risk tolerance. Her engagement with us continues to reflect that understanding.

Relationship to Financial Advisor: Client as of Oct 8, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Vivek S

Thoughtful and exceptionally insightful

✅ Wealthtender Certified Advisor Review™

Jun 23, 2025

Working with Jane has been one of the most grounding and empowering experiences in our journey towards financial clarity and confidence. she is kind and patient, never once making us feel inadequate, even when we approach her with limited knowledge or half-formed questions. Jane is an excellent listener. She’s always quick to respond, generous with her time, and genuinely available when we need her. She doesn’t just give standard financial advice; she invests time in understanding the why behind our relationship with money — the cultural, emotional, and family threads that shape our decisions. She has helped us decipher vague and incoherent notions of what a “rich life” means to us, and turned those into tangible goals and priorities. She has helped us work through the guilt over indulgences or hesitation about saving too much. Our feelings are always acknowledged and then carefully translated into data and structure, helping us arrive at balanced and confident decisions. She tailors her advise keeping context in mind, not just our income. Over time, she has become much more than a financial advisor. She has become a confidante and a trusted guide to some of our biggest life decisions. Thank you, Jane!

Relationship to Financial Advisor: Client as of Jun 23, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Vismaya

Insightful and Knowledgable

✅ Wealthtender Certified Advisor Review™

Jun 17, 2025

Jane is very knowledgeable on international taxation laws and i found her insights invaluable. In addition, she is willing to help anybody needing her services with a free consultation that allows a prospective client the freedom to determine the right level of engagement and help that is needed for their particular situation. I highly recommend her services !!

Relationship to Financial Advisor: This reviewer has never been a client.

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Vijay

Knowledgeable and Empathetic Cross-border Financial Planner

✅ Wealthtender Certified Advisor Review™

May 9, 2025

I co-host The International Money Café podcast with Jane. (https://wealthtender.com/financial-podcasts/the-international-money-cafe-podcast/). Jane and I have worked together since 2020-2021. Jane's knowledge about financial planning for those who are in the U.S. on non-immigrant visas is extensive. She brings empathy and understanding to her relationships with her clients, knowing through personal experience how complex it is to have a footprint in 2 countries. Her insights into the interplay between one's immigration status and decisions to be made about finances are documented every Monday on her LinkedIn feed. She brings the same level of hands-on service to her clients who are US expats abroad. Those who have worked with her via my recommendation, all agree that her professionalism, approachability and her ability to focus on their life plans & goals make financial planning smooth and worry-free.

Relationship to Financial Advisor: Professional Colleague

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Manasa Nadig, Enrolled Agent

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.

Mat Budelman

5 Stars

✅ Wealthtender Certified Advisor Review™

Jun 27, 2022

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.

Kerry M Maguire

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