Paul Sydlansky, CFP®, MBA Lake Road Advisors

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About Paul Sydlansky, CFP®

When your personal finances are in order, life can feel far less complicated. Take the necessary steps to simplify your life, starting with your money.

Hi, I’m Paul, the Founder of Lake Road Advisors, a financial planning firm that works with mid-career professionals across the country that want to take control of their finances and build a path to success. My experiences both in business (working at Fortune 500 Wall Street firm to starting my own company) and family (father of 3 young children who moved away from NYC for a better quality of life) uniquely position me to help you figure out a better way forward.

If this sounds like something you can relate too please don’t hesitate to reach out and schedule a time to talk.

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Ideal Clients

  • Gen X
  • Mid-Career Professionals
  • Parents
  • Work/Life Balance

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $750/qtr
  • Flat Fee: $3000/engagement
  • AUM: 1.25%

Pricing varies by services offered. Contact advisor for additional fee options.

SEC Records

States Registered

  • New York

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