Paul Sydlansky

CFP®, MBA

Lake Road Advisors, LLC

Founder

Paul Sydlansky

CFP®, MBA

Lake Road Advisors, LLC

Founder

"Being a true fiduciary, and acting in the best interests of our clients, is the only way Lake Road Advisors provides financial advice." - Paul Sydlansky, CFP®, MBA

Paul Sydlansky is an  Independent  Fee-Only Financial Planner based out of Binghamton and Corning, NY working with clients locally and throughout the country. Lake Road Advisors specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Paul Sydlansky is a fiduciary financial planner.

I founded Lake Road Advisors because I believe there is a less complicated, transparent method to provide financial planning services. I became a CERTIFIED FINANCIAL PLANNER™  to help families and small business owners create clear paths to achieve their goals. My time on Wall Street gave me a unique perspective into the financial system and the industry as a whole. I knew that there was a more effective and efficient way to help people navigate the confusing financial landscape. 

Charting a path to reach your goals shouldn’t be stressful, it should feel exciting. When you think about the dreams you have for your future, you should feel happy and confident.

How would it feel to know that your forever house is within reach? 

Or that college is covered? 

How would it feel if you could retire early to travel the world?

Or knowing that someday you can leave a legacy to a charity you believe in? 

Together we will plan the route to get you there. 

Paul Sydlansky's fiduciary obligation is governed by:

  • Certified Financial Planner (CFP)
  • National Association of Personal Financial Advisors (NAPFA)
  • XY Planning Network

Lake Road Advisors, an independent fee-only financial planning firm based in Binghamton NY, works with families and business owners across the country who feel overwhelmed by the idea of personal financial planning.  

You want to buy the perfect family home, take memory-building vacations, save for college, build your business, or save for your future.

But trying to navigate your way through the complex world of finance seems like too much to tackle. Between work, taking care of the house, and wrangling kids, you don't have time to become an expert on the stock market, let alone know where to start.

Lake Road takes the angst out of financial planning.  You bring the goals, we'll bring the expertise, and together we'll
create a plan to make it happen.

 We are independent, fee-only planners.  We'll never try to sell you something you don't need, because we don't work on commission.
 Our only goal is helping you meet yours.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Changing Careers
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Sudden Money Situations

Working Together

  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Paul Sydlansky is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • National Association of Personal Financial Advisors (NAPFA)
    Paul Sydlansky is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Paul Sydlansky is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Paul Sydlansky

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Office Locations:

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Lake Road Advisors in the News - 2017 Market Predictions on WETM News

Published on Dec 30, 2016

Don't listen to the pundits, focus on what you can control!

Working with a Fiduciary Fee Only Financial Planner - Lake Road Advisors

Published on Apr 20, 2017

Lake Road Advisors is a fee only, independent, financial planning firm based in Binghamton NY. Lake Road Advisors works with clients all across the country to help them simply their financial life and build a plan for success. Learn more at www.lakeroadadvisors.com

Lake Road Advisors works with Families

Published on Oct 19, 2016

Lake Road Advisors works with Business Owners

Published on Oct 18, 2016

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