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

  • Business Owner
  • Busy Professionals
  • Family Business Owners
  • Generation X
  • Mid-Career Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • AUM: 1.25% Flat Fee includes Investment Management
  • Planning w/out Asset Management: $2,000 upfront + $199 per month for 1 year

 

SEC Records

States Registered

  • New York

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