Lyon Financial Planning, LLC

Stop Guessing. Start Planning.

  • Are you frustrated with the assumptions other financial planners use to make recommendations about your financial future?
  • Are you looking for a more rigorous approach? One grounded in facts and common sense, not overly simplistic rules of thumb?
  • I utilize a comprehensive data-driven approach that takes the guesswork out of financial planning.

Say No to Asset-Based Fees.

  • Are you frustrated with advisors who charge asset-based fees?
  • Are you looking for a planner who doesn't require that they manage your investments?
  • I charge a flat fee for financial planning and empower you to retain control over your own investments.

I provide exceptional value to clients planning for:

  • Retirement
  • Real Estate Decisions
  • Career Change
  • Inheriting Assets
  • College & Education Decisions

My ideal clients include current and retired:

  • Scientists
  • Engineers
  • Professors
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Advisors at this Office

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This Office

483 Boston Post Rd Ste 5 Weston, MA 02493-1561 Phone: (781) 218-9005

Primary Office

483 Boston Post Rd Ste 5 Weston, MA 02493-1561 Phone: (781) 218-9005