Partner with a Fee-Only, Fiduciary and independent financial planner—your future self will thank you.
Advice-Only Financial Planning
Jay Abolofia, PhD, CFP® is a fee-only financial planner in Waltham, MA serving clients in Greater Boston, New England & throughout the country. Lyon Financial Planning provides advice-only financial planning for a flat fee to help clients in all financial situations. As a fee-only, fiduciary and independent financial advisor, Jay Abolofia is never paid a commission of any kind and has a legal obligation to provide unbiased financial advice.
Stop Guessing. Start Planning.
I utilize a data-driven economics-based approach that takes the guesswork out of financial planning.
Say No To Asset-Based Fees.
I charge a flat fee for financial planning that empowers you to take control of your finances.
Fee-only Compensated directly by you.
Fiduciary Obligated to act in your best interest.
Independent No commissions or referral fees.
Advice-only No asset management for an ongoing fee.
Professional Affiliations
Jay Abolofia discusses important financial planning and economics topics including how to build a TIPS ladder, how to optimize Roth conversions, how to do proper estate planning, and more.
How to do estate planning
How to build a TIPS ladder
How to optimize Roth conversions
The economy & inflation with Professor Laurence Kotlikoff