Lyon Financial Planning, LLC

Stop Guessing. Start Planning. Say No to Asset-Based Fees.

  • I believe everyone deserves quality financial planning advice, independent of their life stage and level of assets.
  • I utilize a unique data-driven approach that takes the guesswork out of financial planning.
  • I believe that asset-based fees are a detriment to your financial well-being.

I Charge a Fixed-Fee for Financial Planning.

  • Comprehensive Financial Planning
  • Project-Based and Hourly Planning
  • Ongoing Planning

I Provide Exceptional Value to Clients Planning For:

  • Retirement
  • Real Estate Decisions
  • Career Decisions
  • Liquidity Events
  • Inheriting Assets
  • College & Education Decisions
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Advisors at this Office

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This Office

42 Reservoir Road Waltham, MA 02453 Phone: (781) 218-9005

Primary Office

42 Reservoir Road Waltham, MA 02453 Phone: (781) 218-9005