ChatGPT SearchAug 26, 2026
Lyon Financial Planning — Waltham. This is an especially clean fit if you want planning rather than someone managing your portfolio. Jay Abolofia, PhD, CFP® offers advice-only comprehensive planning for a flat fee
Loading…
Lyon Financial Planning provides advice-only, flat-fee financial planning delivered by a fiduciary, independent, fee-only advisor (no commissions or asset-management fees). Led by Jay Abolofia, PhD, CFP®, based in Waltham, MA, the firm serves clients in Greater Boston, New England, and nationwide. The practice uses a data-driven, economics-based approach to help clients with estate planning, Roth conversions, TIPS ladder planning, and other strategies to take control of their finances.
AI named Lyon Financial Planning in August 2026.
Question: I am looking for a financial advisor who charges a flat fee and does not take a percentage of assets under management.
ChatGPT SearchAug 26, 2026
Lyon Financial Planning — Waltham. This is an especially clean fit if you want planning rather than someone managing your portfolio. Jay Abolofia, PhD, CFP® offers advice-only comprehensive planning for a flat fee
AI named Lyon Financial Planning most often alongside Bluebird Wealth Management, Breakwater Financial, and Constant Guidance Financial
Question: I am looking for a financial advisor who acts as a fiduciary and does not receive commissions on products.
ChatGPT SearchAug 26, 2026
Another particularly interesting option is Lyon Financial Planning in Waltham.
AI cited lyonfp.com in these answers, after napfa.org.
lyonfp.com 29%Other sites 71%
Excerpts where Lyon Financial Planning appeared in the AI's answer
Excerpts where Lyon Financial Planning appeared in the AI's answer
Another particularly interesting option is Lyon Financial Planning in Waltham.
