Jay Abolofia (CFP®, PhD)

Jay Abolofia focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Hourly
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Are you ready to take the guesswork out of financial planning? Are you tired of financial advisors who use simplistic, outdated and generic rules of thumb?

I utilize a unique economics-based approach to financial planning that accurately calculates what is needed to secure your financial future, including how much spending is possible, saving and insurance is required, and investment risk is affordable.

Additional Information

I started Lyon Financial Planning to help people solve problems and make strides towards their most important goals. 

When I told my six-year-old daughter that I was starting a business, she immediately said, “How can I help, Dad?” This simple question is at the core of everything I do. With every client relationship, meeting and question, I ask myself how can I help.

I approach personal finance with a compassionate, yet disciplined and analytical mindset. I'm a CERTIFIED FINANCIAL PLANNER™ professional and PhD Economist. I have been featured in the New York Times, CNN Business, US News, Consumer Reports, USA Today and more.

When not helping clients, you’ll find me outdoors with my family. I’m on the Board of Directors for the Waltham Fields Community Farm and a member of The Boston Economic Club.

The name L-Y-O-N comes from taking two letters from each of my daughters’ first names.

NAPFA Start Date

October 10, 2019

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This Office

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