# Elion Financial

Elion Financial is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://elionfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/lauren-mishra-117817272

## Regulatory record

- **CRD number:** 334200
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334200

## About

Elion Financial is an independent, flat-fee-only, woman-led firm offering fully implemented tax and financial planning. It provides fiduciary, tax-integrated comprehensive planning covering taxes, retirement, cash flow, benefits, estate, insurance, education, and business planning. The firm designs strategy with clients and carries it out so clients can focus on their lives.

## People

- Dr. Lauren Mishra — CERTIFIED FINANCIAL PLANNER® & IRS Enrolled Agent, Founder & Principal Advisor
- Lauren Mishra — PhD, CERTIFIED FINANCIAL PLANNER® and Enrolled Agent, Founder

## Questions

### Who runs investment decisions at Elion Financial?

No named principal or investment committee has been identified in any public record, including regulatory filings, corporate registrations, or media coverage. The company's management structure is not publicly known.

### What is Elion Financial's investment strategy?

Public records contain no description of a strategy, sector preference, asset-class focus, or stage preference. No known investments, direct or indirect, have been attributed to the firm.

### How does Elion Financial source deal flow?

The firm's sourcing model cannot be determined from any available source. No proprietary network, platform, or partnership has been publicly identified.

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Last updated: 2026-08-11T15:06:42.396Z

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