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
  • Retirement Planning & Distribution Rules

Planning Specialties

Stop Guessing. Start Planning.

  • Are you frustrated with the assumptions other financial planners use to make recommendations about your financial future?
  • Are you looking for a more rigorous approach? One grounded in facts and common sense, not overly simplistic rules of thumb?
  • I utilize a comprehensive economics-based approach that takes the guesswork out of financial planning.

Additional Information

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

When I told my eldest 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, TheStreet 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