Lyon Financial Planning, LLC
Lyon Financial Planning is a fee-only financial planning firm located in Waltham, MA serving clients in Greater Boston, New England and throughout the country.
Stop Guessing. Start Planning.
- I believe everyone deserves quality financial planning advice, independent of their life stage and level of assets.
- I utilize a unique economics-based approach that takes the guesswork out of financial planning.
Say No to Asset Based Fees.
- I believe asset-based fees are a detriment to your financial well-being.
- I charge a fixed fee for comprehensive financial planning without ongoing investment management.
Clients Who Benefit Most From My Services Are
- Seeking professional objective advice.
- Ready, willing and able to participate in the planning process.
- Comfortable self-implementing a well-thought-out action plan.
- Action-oriented, self-motivated, disciplined and curious.
I Provide Exceptional Value to Clients Planning For Major Life Transitions
- Retirement.
- Career Decisions.
- Real Estate Decisions.
- Children and Education Decisions.
- Liquidity Events.
- Inheriting Assets.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.