Jay Abolofia (CFP®, PhD)

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

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice without Ongoing Management

Planning Specialties

Jay Abolofia is a fee-only financial planner 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.

Additional Information

When I told my 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, disciplined and analytical mindset. I'm a Certified Financial Planner™ professional and PhD Economist. I have been featured in the New York Times, Wall Street Journal, Forbes, CNN Business, Consumer Reports and more.

When not helping clients, you’ll find me outdoors with my family. 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

42 Reservoir Road Waltham, MA 02453 Phone: (781) 218-9005