Lyon Financial Planning, LLC

Lyon Financial Planning is an independent fee-only advisory firm serving clients on a straightforward fixed-fee basis. We work with clients through a comprehensive planning process that gives them the confidence to tackle their most important and challenging financial questions. Our unique economics-based approach relies on facts and common sense, rather than conventional rules of thumb.

Our integrated advice covers all areas of financial planning

  • Cash Flow and Debt Management
  • Investments
  • Retirement and Employee Benefits
  • Tax Planning
  • Human Capital Decision Making
  • College & Education Planning
  • Insurance needs 
  • Real Estate Decision Making
  • Small Business Planning
  • Estate & Incapacity Planning
Submit

Advisors at this Office

Submit

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