eadvisor, llc | Serving Cincinnati & Beyond

Guiding You Through Life's Financial Decisions with Clarity and Confidence

At eAdvisor, we help successful individuals and families navigate complex financial decisions through thoughtful, personalized tax and financial strategies-designed to align with what matters most in your life.


We begin by listening. By understanding your goals, priorities, and concerns, we help bring clarity and confidence to the financial decisions that shape your future.


Our specialties include stock option planning, NUA strategies, tax-efficient wealth planning, and maximizing the impact of charitable giving.


We look forward to building a trusted relationship and partnering with you to make meaningful financial decisions for years to come.

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A Legacy of Planning, A Future of Opportunity

At eAdvisor, LLC, we believe financial planning should be clear, strategic, and tax-efficient. Elizabeth Na's journey began in Taiwan, where her parents, immigrants from mainland China, sacrificed everything for her education. Her father mapped out our college years when she was just ten, determined to give her a future filled with opportunity. His vision led her to America, where she built a career in financial planning, investment management, and tax strategy with  hopes of helping others achieve their American dream.


After over 35 years of serving accounting and tax clients as a CPA, Elizabeth has recently decided to focus on serving in the capacity of wealth management and planning under eAdvisor LLC. She founded eAdvisor LLC to go beyond the numbers—helping clients plan proactively, minimize taxes, and build financial confidence. Because the right plan can change everything.

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We believe in building deep, trusted relationships with our clients, combining advanced planning strategies with a hands-on, personalized approach. Our goal is to understand your unique financial journey and guide you with proactive solutions that create lasting impact.

Comprehensive, long-term financial strategies designed to protect and grow your wealth. 

Wealth Management

NUA Stock & Stock Options

Turn company stock into lower-taxed capital gains instead of high ordinary income taxes and diversify strategically.

Charitable Giving



Give smarter while reducing taxable income. We help you maximize impact through donor-advised funds and asset donations.
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Turn Your Wealth into Opportunity –

Smart Strategies for Concentrated Stock & Charitable Giving

Retiring in a few years? Thinking about making a big donation? Find out more about the ways we can help you save taxes through Concentrated Stock & Charitable Giving.

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Why Choose eAdvisor?

At eAdvisor, LLC, we understand that financial planning isn’t one-size-fits-all. Your financial goals, career, and life circumstances are unique, and your financial strategy should be too. Here’s why individuals, families, and professionals trust us with their financial future:


  • Tax-Focused Wealth Management & Investment Planning
  • Specialty in Serving High-Income Professionals & Families
  • Led by a Team of Seasoned Experts

You’ve worked hard to build your wealth—are you maximizing its full potential?

Financial Advising That Guides You, Not Just Your Money

We're here to help optimize their wealth and reduce taxes. Let’s chat about your goals.

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Create sustainable wealth for generations.

By partnering with us, you're not just investing in your financial future; you're investing in a better life for you and your family. We work closely with you to ensure that every financial decision aligns with your values and long-term goals.

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Ready to make the most of financial future?

Your wealth, investments, and taxes deserve a strategic, tax-smart approach—one that works for your unique career, goals, and lifestyle. Whether you're a high-net-worth family, a scientist navigating complex financial decisions, or a professional seeking tax-efficient strategies, we’re here to help.

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