Any US citizen or permanent resident can work with us. Any non-US resident can become a client provided you have a valid social security number or a US tax ID number and a US mailing address.

Our blog details some of the issues we deal with and can be a great resource for you.

Yes! We are a location-independent firm and have clients all over the US. We rely on video conferencing software to meet you wherever you are.

We are Fee-Only, meaning no commissions. Our fees come directly from you and depend on your specific situation and complexity. You’ll know exactly how much it’s going to cost you before we start.

Going through our free assessment will you help you make an informed decision. Schedule your free assessment call here.

Just because you are not ready for a comprehensive financial plan doesn’t mean you can’t benefit from some expert financial advice. Our one-time project plan service might be what you need.

If you decide to become a full comprehensive planning client within 3 months of this engagement, we will apply your one-time fees to your upfront planning fee.

Getting into a financial planning relationship with an advisor is one of the most critical decisions you will probably make in your life, and so we recommend interviewing several advisors before you sign on the dotted line.

You want an advisor who is a Fiduciary – which means they put your interests first.

You want an advisor who understands your background, appreciates your cultural roots and gets your pain points.

I have built my firm specifically to address issues that foreign-born families and immigrants on work visas in the STEM space face. I have an extensive network of outside professionals who understand some of these unique situations, that I can call upon anytime.

With my tech background, I invest in industry-leading technology to simplify our relationship with you from the planning process to the virtual meetings.

Learn about my expertise by reviewing our case studies, and reading our blog.

Your money is held at Charles Schwab Corp, which is insured by the SIPC for up to $500,000 per account type and is protected against losses resulting from the failure of the broker-dealer. Please note, that unlike FDIC insurance for banks, SIPC does not protect against losses due to normal swings in the market. An explanatory brochure is available at http://www.sipc.org.

You do not need any set amount of investable assets to work with Elgon Financial Advisors. Unlike most financial advisors, we have no asset minimums to access our services. As long as you are able to meet our minimum fee, we are happy to work with you. See the exact services and pricing.

You understand your life best. You have specific goals that are important to you and your family. A Financial Planner provides two benefits: knowledge (technical stuff like investing, taxes, cross-border finances, estate planning, retirement, insurance, etc.) and behavior management (helping you work on your stated goals) to keep you focused and motivated. 

This question comes up frequently, so we’ve created a post to answer it. What Does a Financial Planner Do Anyway?

My role is to be your partner in this process as we walk together on this journey. Check out the process we use to guide us on this journey.

We believe in a simple but sophisticated and disciplined approach to managing our clients’ investments. See the Investment Management Service.

Comprehensive Financial Planning takes a full-picture approach to your financial life, including retirement, cash flow, tax planning, overseas assets, financial life planning, and much more. Every area of your life impacted by money.

Investment management focuses on building and managing an investment portfolio based on your risk profile and financial goals. It’s best done as part of the comprehensive financial plan. We’ve aligned our services to include a certain amount of investment management, so you don’t have to choose one.

Tax planning is a key part of financial planning (no extra charge). Every financial move you make most likely has a tax consequence. We take a long-term approach and help lower your lifetime taxes. We review your taxes yearly, run different tax projections to avoid surprises at tax time, and ensure you are tax efficient. Check our tax-planning page for more details.