Lauren Mishra, PhD, CFP®, EA
Tax-Integrated, Flat Fee-Only Financial Planning | Concierge Service | Fiduciary
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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
Hi — I’m Lauren Mishra, CFP® & EA, founder of Elion Financial. I use my expertise in both tax strategy and comprehensive financial planning to take on the full burden of my clients' financial lives so that they can have a go-to person for every financial decision, big or small, and live their lives with intention and purpose.At Elion, we aren’t just ticking boxes. We provide concierge-style, flat-fee-only planning and tax strategy that integrate every piece of your financial world: cash flow, investments, taxes, business and real-estate planning, insurance, estate design. Because I know what it’s like to be maxed out — my husband is a hospitalist, I came out of an analytical science background — I built this firm so that smart, driven individuals don’t have to settle for generic advice.
We create systems that run seamlessly in the background — and you stay in the driver’s seat. No product sales, no commissions — just your goals, your clarity, and the freedom to choose where you spend your energy. If you’re ready to turn a complicated financial arrangement into a framework you can trust and live by, let’s talk.
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 flat-fee-only wealth advisory firm built for people whose lives move fast and whose financial decisions have real consequences. We partner with high-achieving professionals who want a trusted expert to manage the complexity — without sales pressure, asset-based fees, or one-size-fits-all advice.At Elion, financial planning is proactive, comprehensive, and deeply personal. We integrate tax strategy, investments, cash-flow systems, benefits optimization, business planning, insurance evaluation, and long-term estate considerations into one clear, coordinated plan. Our goal is simple: create a financial system that runs smoothly in the background so you can focus on your work, your family, and the life you’re building.
We serve clients nationwide, virtually and intentionally — with responsiveness, clarity, and a commitment to doing what’s right, every time. If you’re ready for a calmer, more strategic financial life, Elion Financial can help you get there.
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
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
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