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 data-driven 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.
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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