Lyon Financial Planning

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

42 Reservoir Rd, Waltham, Massachusetts,...

Phone Number

(781) 218-9005

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About Lyon Financial Planning

Lyon Financial Planning, led by Jay Abolofia, PhD, CFP®, is a fee-only financial planning firm based in Waltham, MA, serving clients in Greater Boston and across the country. The firm offers comprehensive and hourly financial planning services tailored to various client needs, emphasizing a fiduciary duty to provide unbiased advice. As an independent advisor, Lyon Financial Planning operates without commissions or referral fees, charging clients a flat fee for its services. The firm utilizes a data-driven, economics-based approach to empower clients in managing their financial futures.Explore more
Lyon Financial Planning's Social MediaPopular SearchesLyon Financial PlanningLyon Financial Planning LLCSIC Code 62,628NAICS Code 52,523Show more

Lyon Financial Planning Org Chart

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Fee-Only Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lyon Financial Planning

<$5M
1-10
Private
-
2019
JA
Jay AbolofiaFee-Only Financial Planner
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1993
ML
Michael LunsfordChief Operating Officer & Owner
<$5M
1-10
Private
-
2018
BF
Brian FryFinancial Planner & Founder
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Lyon Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lyon Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lyon Financial Planning.

Lyon Financial Planning Tech Stack

A closer look at the technologies used by Lyon Financial Planning

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Frequently Asked Questions Regarding Lyon Financial Planning

What is Lyon Financial Planning's official website?
Lyon Financial Planning's official website is www.lyonfp.com
What is Lyon Financial Planning's Revenue?
Lyon Financial Planning's revenue is <$5 Million
What is Lyon Financial Planning's SIC code?
Lyon Financial Planning's SIC: 62,628
What is Lyon Financial Planning's NAICS code?
Lyon Financial Planning's NAICS: 52,523
How many employees does Lyon Financial Planning have?
Lyon Financial Planning has 1-10 employees
What industry does Lyon Financial Planning belong to?
Lyon Financial Planning is in the industry of: Finance, Securities Trading
What is Lyon Financial Planning competition?
Lyon Financial Planning top competitors include: Clyde Financial Planning, Covenant Wealth Advisors, Safe Landing Financial, Charles Carroll Financial Partners
What technology does Lyon Financial Planning use?
Some of the popular technologies that Lyon Financial Planning uses are: NS1, Squarespace Online Stores, Embedly, YouTube
How do I contact Lyon Financial Planning?
Lyon Financial Planning contact info: Phone number: (781) 218-9005 Website: www.lyonfp.com
What does Lyon Financial Planning do?

Lyon Financial Planning, led by Jay Abolofia, PhD, CFP®, is a fee-only financial planning firm based in Waltham, MA, serving clients in Greater Boston and across the country. The firm offers comprehensive and hourly financial planning services tailored to various client needs, emphasizing a fiduciary duty to provide unbiased advice. As an independe... nt advisor, Lyon Financial Planning operates without commissions or referral fees, charging clients a flat fee for its services. The firm utilizes a data-driven, economics-based approach to empower clients in managing their financial futures.Read More

What are Lyon Financial Planning social media links?
Lyon Financial Planning Linkedin page
Is Lyon Financial Planning a public company?
Lyon Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Lyon Financial Planning

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