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

Meet Elizabeth NA,

Your Personal CFO

A Lifetime of Financial Planning – Our Personal Story.

I was born and raised in Taiwan. My parents came from China during the Great Retreat in 1949. My mother, barely 17, had spent much of her childhood hiding from bombings. My father, a college sophomore when war broke out, left school to join the army. Together, they built a new life in an unfamiliar land, working hard to give their children the best opportunities possible.

Two women are sitting at a table with laptops and papers.

Education was everything to them. I still remember the day my father gathered my siblings and me around his wooden desk, drawing a timeline on a big piece of white paper that mapped out the year when the eldest three of us would all be in college. He was determined to make it happen. When the opportunity came, he left a secure government job for a more challenging role at a U.S. company to support our future. After long workdays, he would tutor me in algebra and English, pushing me to aim higher. His belief in education and his vision for our family led us to America—a land of opportunity, as he had always said.


Fast forward, after 30 years as a traditional CPA in the U.S. I shifted my focus to working closely with business owners and helping to enhance growth through proactive business and tax planning. About 20 years ago, I added investment management and financial planning, eventually founding eAdvisor LLC over a decade ago. My work has always been driven by trust, strategy, and impact—because I’ve seen firsthand how thoughtful planning can transform lives. That’s the mission I continue today.

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WHY add wealth management after being a CPA for many years?

After years of working on tax returns and financial statements as a CPA, I realized that my role as a trusted advisor could have a greater impact on people’s lives by helping them plan their financial future. With the focus on tax planning, I added investment management and wealth planning and advisory services. Over the past twenty years I have seen clients enjoy significant benefits from our planning and careful management of their investment portfolios. Clients have seen their impact extended to feeding the hungry in Africa, Central America and the Philippines, and creating opportunities for a brighter future for more people. Planning is about making a meaningful difference that we can’t imagine.

A woman wearing glasses is holding a laptop in her arms.
A man and a woman are working in a lab.

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

A woman in a suit and striped shirt is standing in front of a window and smiling.

Elizabeth Na

Owner & CPA, Licensed Investment Advisor

Early on, Elizabeth gained broad experience in national and regional public accounting firms. When starting her own company, she first focused on auditing and tax preparation with two startup clients. Quickly she became a close financial advisor and strategist, helping grow them into multi-million dollar enterprises. They were sold with significant ROI when the owners retired. 

Elizabeth continued to develop her skills as her client base expanded through referrals. In 2010 she took advanced tax coach training. She helped clients implement proactive strategies during the year to significantly reduce taxes before year end. 


After years as a CPA, she realized that her role could be so much more than just looking at the past—she wanted to help clients plan for the future. Wealth management allows me to take a proactive approach, guiding people to maximize their impact not just for themselves, but for others. Through thoughtful financial planning, she has seen clients change lives—providing livelihoods for orphans and widows in Africa, feeding the hungry in Central America and the Philippines, and creating opportunities for a better future. Planning isn’t just about numbers to her; it’s about making a meaningful difference.

The csp logo is in a circle on a white background.

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.