Financial planning for people who value thoughtful, independent advice.
Advice-only, economics-based financial planning.
designed to help you make confident decisions.
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 comprehensive financial planning for a flat fee. 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.
Flat-fee Financial Planning with no asset management.
I work with clients who want to understand their financial decisions—not just follow recommendations
Not a Fit
Seeking account execution or ongoing investment management
Looking for quick, surface-level advice
Prefer not to engage deeply in the decision-making process
Who I Work With
Households facing important financial decisions
Professionals, retirees, or those with more complex financial situations
Self-motived clients looking for comprehensive, one-time planning
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.
Professional Affiliations
Featured In
Jay Abolofia discusses important financial planning and economics topics
How to do estate planning
How to build a TIPS ladder
How to optimize Roth conversions
The economy & inflation with Professor Laurence Kotlikoff