About Us

At eAdvisor, LLC, we are more than just financial advisors—we are your trusted partners in wealth management and tax-smart financial planning. As a Registered Investment Advisory (RIA) firm, we specialize in guiding high-net-worth families, scientists, researchers, and professionals toward financial clarity and long-term succes

Elizabeth Na - Your Personal CFO

Guiding life's financial decisions with clarity, confidence, and care.

Helping individuals and families make wise financial decisions through every stage of life.


Integrating tax insight, investment strategy, and thoughtful planning.

Many of the people I work with are thoughtful, hardworking individuals who have built meaningful lives and now want clarity and confidence in the financial decisions that shape their future.

Financial planning first came to life for me at my father's wooden desk, where he carefully mapped out our family's future on a sheet of white paper.


That moment shaped not only our journey to America, but also my lifelong belief that thoughtful planning can transform lives.

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A Lifetime of Planning - A Personal Story



I was born and raised in Taiwan to parents who came from China during the Great Retreat of 1949. My mother was barely seventeen and had spent much of her childhood hiding from bombings. My father was a college sophomore when the war broke out and left school to join the army. Together, they rebuilt their lives in Taiwan, working tirelessly to give their children opportunities they never had.

Education meant everything to them.


I still remember one evening when I was in junior high. My father gathered the four of us around his wooden desk and spread out a large sheet of white paper. With a pencil, he carefully drew a timeline, mapping out the years when the three oldest children would all be in college at the same time. He studied the numbers quietly, determined to make it work.


That same desk was also where he first planted another idea in our minds-that one day we might come to America. Years earlier, the government had sent him to study for two years at a cadet academy in Georgia. That experience left a deep impression on him. From then on, he often spoke about the opportunities he believed America could offer, and he carried that vision for our family long before it became reality.


Years later, that vision became true.


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After coming to America, I built my life in Cincinnati, where I have lived for more than forty years. Like many immigrants, I faced the challenges of learning a new language, adapting to a new culture, raising a family, and building a career.


Along the way, I have had the privilege of working with hundreds of clients who entrusted me with the financial details of their lives. Many have been with me for decades. They opened their books to me-financially and personally-and allowed me to guide them through important decisions about taxes, investments, business growth, and major life transitions.


The life I enjoy today is more than fulfilling my father's dream. It is living the American dream-where hard work, perseverance, and thoughtful planning make it possible to build the life you truly want.

For the past twenty years, I have provided financial planning and investment management primarily for my tax clients. Today, I am expanding my wealth management practice with a deeper focus on proactive and comprehensive financial planning.


I work with individuals and families to help them navigate life's important financial decisions with clarity and confidence.


I also have a special heart for women facing major life transitions-divorce, the loss of a spouse, retirement, career changes, or other significant shifts. Having experienced divorce myself, I understand how overwhelming financial decisions can feel during these moments. I also recognize how easily women without financial experience can be placed at a disadvantage, which is why I care deeply about helping them gain clarity, confidence, and control over their financial future.

Too often, I have seen women unknowingly agree to financial arrangements that may look fair on the surface but can significantly affect their long-term security. Helping them understand the full financial picture and make confident, informed decisions is work that is deeply meaningful to me.


That simple exercise my father did on a sheet of white paper left a lasting impression on me. It showed me how thoughtful planning can shape a family's future. Over the years in my career as a CPA, I have had the privilege of helping many clients plan for and navigate important moments in their lives.


What kind of future are you hoping to create-and have you taken the time to thoughtfully plan for it?


If this is something you've been thinking about, I would welcome the opportunity to have a conversation with you.

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Elizabeth at a Glance

  • Over 35 years of experience advising individuals, families, and business owners on tax strategy, financial planning, and investment decisions


  • CPA and investment advisor with a deep foundation in tax planning and comprehensive wealth management


  • Trusted by hundreds of clients, many of whom have worked with Elizabeth for decades


  • A special focus on helping women navigate major life transitions, including divorce, widowhood, retirement, and career changes


  • Based in Cincinnati for more than 40 years, serving clients with thoughtful, personalized guidance
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Who We Serve

Scientists, Researchers & Chemists

Your expertise drives innovation—our expertise ensures your financial future is secure. We help scientists and researchers:

  • Navigate equity compensation & stock options
  • Optimize retirement planning with tax-efficient strategies
  • Develop a financial plan that accounts for grants, funding, and variable income

Successful Families & Wealth Builders

Your wealth is more than just numbers—it’s your family’s legacy and financial security. We help your family:

  • Preserve & grow wealth through smart investment strategies
  • Minimize taxes with proactive tax-focused planning
  • Create multi-generational wealth strategies that secure your family’s future

Financial Planning for Women in Life Transitions

Big life changes—like divorce, career shifts, or the loss of a spouse—can bring financial uncertainty. We help you:

  • Simplify and organize your finances
  • Create a clear tax and investment strategy
  • Plan for long-term security and charitable giving

Wealth Management for Women with Corporate Stock & Charitable Giving Goals

If you have complex stock holdings and want to make the most of your charitable giving, we help you:

  • Optimize stock options & RSUs to minimize taxes
  • Develop a personalized investment strategy
  • Structure tax-efficient charitable giving

More About The Founder

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Elizabeth Na

Managing Member, CPA, Licensed Investment Advisor

Specializing in:

Stock Option Planning | Charitable Planning | NUA Strategies | Tax-Efficient Wealth Planning

Elizabeth Na helps successful individuals and families navigate complex financial decisions through integrated tax and wealth planning.



Her clients value a trusted advisor who listens carefully, provides clarity, and helps them make thoughtful decisions that protect and grow their wealth.


Elizabeth began her career gaining broad experience in auditing and tax services with both national and regional public accounting firms. When she launched her own CPA practice, she initially focused on auditing, tax planning, and preparation, starting with two entrepreneurial clients. Over time, she became a trusted advisor and tax strategist to many small business owners, helping them grow and expand their companies and ultimately exit successfully. By combining thoughtful tax planning with strategic financial guidance, she helped clients make informed decisions that led to significant growth and successful business sales.


Elizabeth obtained her Series 65 securities license in 1991 and began helping clients manage retirement and charitable trust investments within a carefully designed tax-planning framework. Working closely with clients, she developed investment strategies aligned with their long-term goals, helping them pursue financial independence, steady income in retirement, and the ability to support causes meaningful to them.


After more than 35 years serving clients as a CPA, Elizabeth chose to focus fully on wealth management and comprehensive financial planning. She transitioned tax preparation work to a collaborating CPA so she could dedicate her time to proactive planning-integrating tax strategy, investment guidance, and long-term financial decision-making. Known for her attentive listening and attention to detail, Elizabeth works closely with clients to understand what matters most and to guide them in making thoughtful financial decisions with clarity and confidence.


Elizabeth believes financial planning is about more than numbers-it is about purpose and impact. Through intentional planning, she has seen clients make meaningful contributions around the world, such as protecting ecosystems in Brazil's Atlantic Forest, supporting education for orphans and care for widows in Africa, and advancing animal welfare in local communities.

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Elizabeth collaborates closely with CSP Financial Group, leveraging their proven processes and systems to enhance client service and expand financial planning opportunities. Working alongside Charles, CSP’s CEO and a seasoned advisor with over 30 years of experience, she integrates their expertise to streamline the delivery of services and provide a broader scope of strategic financial solutions. This partnership ensures that clients receive efficient, high-level planning tailored to their long-term financial success.