Lauren Mishra, PhD, CFP®, EA
Tax-Integrated, Flat Fee-Only Financial Planning | Concierge Service | Fiduciary
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Tax-Integrated, Flat Fee-Only Financial Planning | Concierge Service | Fiduciary
Areas of Focus
- Education Funding
- Employee Stock Options
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Retiring Early (F.I.R.E)
- Taxes
About Lauren Mishra, PhD, CFP®, EA
I founded Elion Financial to create a more thoughtful, personal advisory experience—one centered on long-term relationships, clear communication, and advice that evolves as clients’ lives change.My approach is grounded in comprehensive planning. I consider investment decisions, tax strategy, and cash flow together so recommendations are aligned with both short-term priorities and long-term goals. Rather than relying on a standard formula, I tailor my advice to each client’s unique circumstances.
Clients work directly with me throughout the relationship, which allows for continuity, accountability, and a deeper understanding of their financial picture. I focus on providing proactive guidance, transparent recommendations, and practical support to help clients make confident decisions.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
Affiliations
-
Flat Fee Advisors
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
Tucson, AZ
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
What to expect in the first meeting
Reach out to tell us why you're unique, what's bothering you about your money, and what you'd like help with. You'll be taken to our scheduling page to reserve your introductory meeting. There, we'll explain how we would tackle your concerns and give you a clear sense of next steps.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Elion Financial, LLC
Elion Financial is a boutique advisory firm focused on providing personalized financial planning and investment management for individuals and families with growing financial complexity.The firm takes a planning-first approach, integrating investments, tax strategy, and ongoing decision-making into a cohesive framework. Rather than relying on standardized models, Elion Financial emphasizes flexibility and customization, allowing advice to evolve as clients’ circumstances and goals change.
By intentionally maintaining a smaller, relationship-driven practice, Elion Financial is able to offer responsive service, clear communication, and advice aligned with each client’s broader financial life.
Education
University of Michigan, Doctor of Philosophy - PhD, Medicinal and Pharmaceutical Chemistry | University of Virginia, Master of Science - MS, Biophysics | The University of Georgia, Bachelor of Science - BS, Chemistry
Volunteer Experience
VITA (Volunteer Income Tax Assistance)
Hobbies and Interests
- Baseball
- Camping
- Family
- Football
- Hiking
- Skiing
- Tennis
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dentists
- Dual Income Family
- Engineers
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Intergenerational Families
- LGBTQ
- Living in Retirement
- Parents
- Physicians
- Professional Athletes
- Scientists
- Technology 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.
No reviews yet.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
