Lyon Financial Planning, LLC

Lyon Financial Planning is an independent fee-only advisory firm serving clients on a straightforward fixed-fee basis. We offer hourly, project based and ongoing comprehensive planning, including investment advice and implementation support. We work with a variety of clients including PhDs, academics, do-it-yourselfers, couples and families. Our goal is to help you meet yours.

Working with Lyon Financial Planning is like retaining a fiduciary and professional consultant for your finances. Someone who can save you time, stress and money. You still get to make the big decisions, but now you get to make them from a place of greater confidence.

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
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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