Jane Mepham
CFP®
Elgon Financial Advisors
Founder & Principal Advisor
Jane Mepham
CFP®
Elgon Financial Advisors
Founder & Principal Advisor
It takes a special strength to move from your community to a new land. Do not walk alone on this journey, we’ll be there every step of the way to guide, educate and help you make smarter financial decisions to be able to make the most of your new oppportunities. - Jane Mepham, CFP®
Fee-Only financial planner located in Austin, TX, serving clients locally and across the country virtually. Special affinity to those who are foreign born.

Jane Mepham is an Austin, TX fee-only financial planner. Elgon Financial Advisors provides comprehensive financial planning and investment management to help first-generation Americans and immigrants on work visas to organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jane Mepham is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jane Mepham is the Founder & Principal Advisor at Elgon Financial Advisors located in Austin, TX.
I know what it means to move to a new country and be a cultural stranger despite what would have been considered some great academic credentials in the tech space.
I know the challenges of the multi-year immigrant journey starting out as a student to becoming a naturalized citizen.
I recall being frustrated at not knowing who or where to turn to for answers on personal finance as I wrestled with issues like taxes, investments, company-provided benefits, insurance etc.
I turned to friends and looking back, I was lucky to not derail my American dream with some of the suggestions I was getting, but at the same time, I missed out on some great opportunities that would have allowed me to make different financial choices.
This is what got me started on the personal finance journey – I read everything I could lay my hands on (some great, some not so great, some just completely off) and started explaining these concepts to anybody that would listen.
When friends and coworkers started reaching out to me with questions on 401ks, saving, spending, investing and more, I knew I’d found my true passion. I made it my goal to simplify wealth management and make it accessible to everybody.
Before starting Elgon Financial Advisors – a fee-only firm, I worked for a well-known national financial planning firm where our work with immigrants in the medical field, convinced me that we needed a firm specifically designed to serve successful immigrants looking for advisors who’d be culturally sensitive to their backgrounds.
Prior to becoming a financial advisor, I spent over 17 years working in the high-tech field, in various roles in the Northeast before moving to the warmer South.
I hold a master’s degree in Information Technology and a bachelor’s degree in Computer Science in addition to passing the Certified Financial Planner (CFP) exam and the Uniform Investment Adviser Law (Series 65) exams.
I enjoy spending time with my family, exploring Austin and trying to hold my own on the tennis court against my teenage girls, in addition to working on improving my running with the goal of qualifying for the Boston Marathon soon.
I love to spend time with a good book, and I have a wide taste ranging from finance to Sci-Fi to serious works of literature.
I am actively involved in the community volunteering at my local church, the Foundation Communities in Austin and a few other local organizations on the subject of financial literacy.
I am a member of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA) and the XYPN Planning Network.
Read Jane's thoughts on "Financial Planning Challenges Facing Foreign-Born Individuals - Part 1" and "How to Work with Foreign-Born Families - Part 2" as Featured in Advisor Perspectives.
Jane Mepham is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Elgon Financial Advisors provides financial planning and investment management for immigrants including those on work visas. Elgon Financial Advisors is a Registered Investment Advisor in the state of Texas, but works with clients from all over the country virtually.
Why Choose Elgon?
- OBJECTIVE COMPREHENSIVE ADVICE: We’ll touch on every aspect of your financial life and only work for you.
- AUTHENTIC & CULTURALLY SENSITIVE: Your cultural background and its influence on your money values is a key part of who you are. When you fondly talk about "home", we get it.
- PARTNER: It’s your life; we work collaboratively with you to achieve the best version of yourself.
- TECH-DRIVEN: Technology is in our DNA – we use it to simplify our relationship with you from the planning process to the virtual meetings.
- EDUCATION & KNOWLEDGE: We’ll explain all options and risks associated with alternative and proposed choices. We’ll spend the time to go over different aspects of personal finance.
- ACCOUNTABILITY: Together we set up financial priorities and goals, and then work with you to follow through on those commitments. We regularly review your progress towards those goals and stay with you every step of the way.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Equity Compensation (Stock Options, RSU, ESPP)
- Employee Benefits Analysis
- Tax Planning
- Investment Management
- College Education Planning
- Retirement Income Planning
Ideal Clients
- First-Generation Americans (Foreign Born)
- Immigrants on Work Visas
- Tech Workers
- Growing Families
- Business Owners and Executives
- Novice Investors
Working Together
- Virtual Meetings
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jane Mepham is a NAPFA Associate
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jane Mepham is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Jane Mepham is Quoted in ThinkAdvisor: "13 Things Clients Don't Get About Taxes: Advisors’ Advice (Slide 4)"
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Jane Mepham is Mentioned on TheStreet.com's Retirement Daily: "4 Lessons to Maximize Your ROY: Returns on Yourself"
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Jane Mepham Contributes to AdvisorPerspectives: "Advising Clients Impacted by the Tech Layoffs (Part 1 of 2)"
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Jane Mepham Contributes to AdvisorPerspectives: "How to Help Those on Work Visas Prepare for a Layoff (Part 2 of 2)"
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Jane Mepham is Interviewed on The Maven Show Where She Discusses the Challenges Facing Immigrant Entrepreneurs and How to Choose A Great Financial Planner
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Jane Mepham is a Contributes to AdvisorPerspectives: "What it Takes to Be an Elite Advisor"
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Jane Mepham Named as One of 2022's "Women Advisors Making an Impact"
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Jane Mepham is Quoted on MSN Money: "How to Live in Paradise and Still Make Money"
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Jane Mepham is Quoted in Investor's Business Daily: "Advisors Overcome Life's Obstacles To Build A Successful Career"
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Jane Mepham is Quoted in ThinkAdvisor: "6 Unexpected Questions Clients Asked This Year: Advisors' Advice"
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Jane Mepham Writes for AdvisorPerspectives: "Lessons on Insane Customer Focus"
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Jane Mepham is Referenced on Retirement Daily "A Next-Gen Investor’s Journey to Opening a Roth IRA"
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Jane Mepham is Quoted on Retirement Daily: "How You Can Avoid Unnecessary Fees When Traveling Overseas"
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Jane Mepham Contributes to AdvisorPerspectives: "Five Surprising Facts about African Immigrants"
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Jane Mepham Discusses "Proof That Niche Marketing Works: Picking One of the Most Specific Niches" on the Top Advisor Podcast
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Jane Mepham is a Featured Guest on the Just Peachie Show: "Financial Considerations for Immigrants"
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Jane Mepham Contributes Advice on MSN Money: "Why Wait Until Your 60s to Quit Working? Here's How You Can Retire Early"
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Jane Mepham Contributes to Retirement Daily: "Recession-Proof Your Financial Future by Investing in Yourself"
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Jane Mepham is Quoted on ThinkAdvisor: "How to Quell Clients' 401(k) Balance Panic in Bear Markets: Advisors’ Advice" (Slide 2)
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Jane Mepham's Articles on Roth IRAs for Teens are Mentioned on TheStreet.com: "A Gen Z Investor's Journey to Opening a Roth IRA"
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Jane Mepham Contributes Expert Advice on "Teaching Teens to Invest" to Wealth of Geeks
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Immigrant Finance Podcast Hosts Jane Mepham as a Featured Guest on the Topic: "Investing in the Stock Market, Businesses, and Yourself"
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Jane Mepham is Cited as an Ethical Financial Advisor by Sara Grillo: "Here are some examples of things Ethical Financial Advisors do: #5 Hold your ego back during the decision process"
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Jane Mepham Contributes to Retirement Daily: "Six Steps to Open a Roth IRA for a Teen"
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Jane Mepham Contributes to AdvisorPerspectives: "Financial Planning Challenges Facing Foreign-Born Individuals - Part 1"
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5 Questions to Create a Planning Framework for Working with Foreign-Born Families by Jane Mepham in AdvisorPerspectives
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Jane Mepham Contributes to AdvisorPerspectives: "How to Work with Foreign-Born Families - Part 2"
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Jane Mepham Provides Expert Insight on Wealthtender: "Smart Ways Women Can Own Their Financial Power"
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Jane Mepham Contributes to Wealthtender: "How to Build Credit in the US as a New Immigrant"
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Jane Mepham is Featured on Wealthtender: "Financial Advisors for Immigrants & Foreign Nationals"
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The FPA NexGen Newsletter Features Jane Mepham in Their January Member Spotlight
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Jane Mepham Presented at the 11th Annual Wintersesson Personal Financial Wellness Program
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Jane Mepham's Presentation on Retirement and Saving for the Future for HUECU's Wintersession Can Be Seen Here
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Jane Mepham is Quoted on MSN Money: "Roth IRA vs. 401(k): Which Should You Choose?"
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Jane Mepham Contributes Expert Insight on Financial Planning for Americans Abroad on Money Geek
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Jane Mepham is Guest Contributor and Featured on Retirement Daily's Interview: "Money Lessons from Marathon Running Training and Fitness"
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Jane Mepham is Quoted on Think Advisor (Slide 4): "The Biggest Financial Planning Mistakes Clients Make: Advisors’ Advice"
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Jane Mepham Contributes to Retirement Daily: "Five Benefits of Having a Taxable Brokerage Account: Financial adviser Jane Mepham explains the five ways a brokerage account will benefit you."
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Jane Mepham was Featured on The Retirement Answer Man Podcast: "Retirement Wisdom From Women Planners"
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Jane Mepham Provides Featured Advice on ThinkAdvisor: "10 Retirement and Tax Rules Advisors Love to Hate: Advisors' Advice"
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Jane Mepham is a Guest Contributor to The Street: "6 Reasons Why Your Teen Needs a Roth IRA"
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Jane Mepham is a Guest Contributor to The Street: "You Are Your Parents' Retirement Fund – Now What?"
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Jane Mepham is a Guest Contributor to The Street: "Four Tax Issues and Overseas Financial Connections"
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Jane Mepham is Quoted on Her Money: "HOW, WHAT, AND WHEN TO TEACH YOUR KIDS ABOUT MONEY"
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Jane Mepham is Featured in Authority Magazine: "Jane Mepham of Elgon Financial Advisors: I Am Living Proof Of The American Dream"
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Jane Mepham is Quoted on Imagine Financial Services Blog: "Getting Back to Work"
Contact Jane Mepham
Office Locations:
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5900 Balcones Drive
Suite 4040
Austin, TX 78731