A complete list of active advisors currently associated with Elion Financial, LLC

Warmer can help you find a great advisor at Elion Financial, LLC or one who fits your needs even better.

Elion Financial serves individual and high‑net‑worth clients with comprehensive portfolio management and limited‑scope financial planning. The firm offers integrated portfolio management with a documented investment policy, discretionary trading authority when granted, and stand‑alone financial plans with short follow‑up support. The firm’s investment process draws on fundamental, quantitative, technical analysis and modern portfolio theory to build tailored asset allocations and may employ both long‑term and short‑term trading. Portfolios are constructed and reviewed in the context of a written investment policy statement and may be customized to accommodate client‑imposed restrictions, subject to the firm’s ability to properly service the account. Notably, Elion Financial does not use the common percentage‑of‑assets fee model; instead it negotiates fees using a non‑AUM‑based methodology and charges a separate fixed fee for limited financial planning that can be waived upon transition to ongoing management. The firm also does not participate in wrap or performance‑based programs, permits client‑directed brokerage, does not aggregate trades across clients, and its principal engages in seasonal tax education work outside the advisory business.

To learn more about the advisors currently working at Elion Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Lauren Mishra	Tucson, AZ	6

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