Lyon Financial Planning

Partner with a Fee-Only, Fiduciary and independent financial planner—your future self will thank you.

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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

Fee Only Network

Certified Financial Planner

National Association of Personal Financial Advisors

Featured In

What the Cares Act Means for Your Finances and Retirement

You Hate Risk. You Need Growth. What Do You Do?

How to Get Your Finances in Order Before Returning to Work

Jay Abolofia fee-only financial planner AARP

How Millennials Can Achieve Financial Security Without Owning a Home

Key Investment Moves For Those In Their 40s And 50s During The Covid-19 Crisis

What To Do If The Coronavirus Pandemic Is Forcing You Into Early Retirement

7 Best Vanguard Funds for Retirement

PBS NextAvenue

Thinking of buying a home in 2020? Read this first

Your bank should work for you. Here are the basic features you should expect

Do you want a safe living standard floor in retirement, inflation-adjusted income and to minimize the risk of running out of money?

Watch Jay Abolofia discuss How to Build a TIPS Ladder

Watch Jay Abolofia show How to Optimize Roth Conversions in MaxiFi

Watch Jay Abolofia discuss the economy & inflation with Professor Laurence Kotlikoff on the MaxiFi Webinar Series

Jay starts at 21:27

Listen to Jay Abolofia discuss risk & stock market volatility with Allan Roth on the RetirementRevised Podcast