Lyon Financial Planning, LLC
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, economics-based comprehensive 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.
Jay Abolofia works with a limited number of households on a comprehensive financial plan each year (~15-20). These plans offer a one-time, in-depth planning engagement designed to give you clarity on spending, investments, taxes, retirement, estate planning, insurance and life’s major financial decisions. Ongoing planning is then provided to clients on an hourly basis.
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.