Jane Mepham — Fee-only financial advisor

Wellspent Discovery/Advisors/Jane Mepham

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About

I help immigrants (Green Card Holders & Citizens), Foreign Nationals on Work Visas and US expats make the most of their finances, by investing prudently and avoiding tax minefields.

At Elgon I specialize in guiding clients through international tax implications, foreign asset reporting, cross-border retirement planning, and estate planning challenges unique to immigrants, expats and globally mobile families.

Who they serve

Executives
High earners
Newcomers to the US / Canada
Cross-border families

Services

401(k) & IRA Management
Asset Allocation
Cash Flow Planning
Education Planning
College/Education Planning
Estate Planning
Financial Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Social Security Planning
Tax Strategy
Wealth Management
Charitable Giving
Executive Compensation
Financial Advice & Coaching
Portfolio Management
Stock Option Planning
Pension Planning

Structured record

Name	Jane Mepham
Firm	Elgon Financial Advisors
Location	Austin, Texas
Fee model	Percentage of Assets (AUM) · One-Time Financial Planning Fee · Subscription · Hourly Rate
AUM	Under $25M
Founded	2020
Firm size	1 employee
Affiliation	Independent RIA
Credentials	CFP · MSC
Investment approach	Blend of both
Website	https://elgonfa.com
LinkedIn	https://www.linkedin.com/in/janemepham/

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Specialties

Equity compensation
Family wealth transfer
Pension planning