Jay Abolofia, PhD, CFP® is a fee-only, fiduciary & independent 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 to help clients in all financial situations.

For existing clients, professional inquiries, or media requests, please email me directly.

 
Jay Abolofia fee-only financial planner
 

jay@lyonfp.com

Waltham, MA

 

For prospective clients, please start with the application process.

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This ensures I can understand your situation and determine whether it’s a good fit before scheduling an initial meeting.