Lake Road Advisors
Fee-Only Financial Planner working with clients throughout the country
Paul Sydlansky is a Fee Only Independent financial planner based in Binghamton, NY and serving clients across the country. Paul Sydlansky is a NAPFA-Registered Financial Advisor.
Financial planning isn’t just a buzzword, it’s the cornerstone to building your solid financial future.
You have big plans. Starting or growing your family. Buying a home. Taking memory-building vacations. Saving for college. Getting ready for retirement.
All of this is within reach if you start planning now.
But navigating a complex financial world to make those aspirations a reality can feel overwhelming.
What should I invest in? Stocks? Bonds? Real Estate? Are my current investments underperforming? What happens when the stock market takes another dive? There is so much to learn, how do I know where to start?
I’m Paul Sydlansky. I founded Lake Road Advisors to help people just like you take the confusion and anxiety out of financial planning.
My very first finance class sparked my interest in the market. During college, I interned at a small brokerage firm in my hometown and fell in love with the speed, competition, and excitement of the industry. I earned a BA in Economics from Marist College before launching my career on Wall Street.
I spent 13 years working with Morgan Stanley, first in the Private Wealth Management Division and then the Institutional Equities Division, working with some of the world’s largest and most successful hedge funds. I also earned my MBA from New York University while growing my career.
Then in 2009, I became the father of twins. Suddenly, the long commute, even longer hours, and lack of flexibility didn’t seem worth the pay. By the time our third child arrived in 2011, the aggressive Wall Street lifestyle had lost all appeal. I wanted to be successful in my career, but I was not willing to sacrifice my family life. So in 2012, my wife and I put family first and moved to upstate New York for a better quality of life.
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 is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Financial Planning is a process that brings together all the different aspects of your financial life to meet your goals.
It's more than just investing in a few stocks or mutual funds or buying an insurance policy. Financial Planning makes sure your investments, insurance, taxes, and estate plan are aligned to meet your goals.
How do we do this?
Our Financial Planning Process:
We find out what's important to you and your family? What are your goals? What keeps you up at night?
Once we understand your needs, we create multiple paths to get there.
We don’t make recommendations and walk away. We're here to help choose a solution and follow-through.
We use the latest technology to track and measure your progress.
Are we on the right track? Have your priorities changed? Do we need to fine-tune anything?
What Can I Expect As A Client?
Review & Recommendations For The Core Elements Of Your Financial Life
We analyze your Risk/Insurance, Tax Opportunities, Benefits, Estate Plan, College Savings, Student Debt and more.
Investment Review & Asset Allocation Recommendations
What are you currently invested in? Does this match up with your risk tolerance? We provide you with the portfolio built to meet your goals.
A Commitment To The Process, Not A One Time Plan
Receiving a one time 25 page financial plan sounds impressive. However, in reality it's often overwhelming and rarely gets implemented. At Lake Road Advisors we put you in a position to be successful, so we wont bury you with a another 100 items for you to-do list. We take a measured approach and tackle one fundamental area at a time. We provide actionable steps to help you implement your plan.
A CERTIFIED FINANCIAL PLANNER™ Who Knows You
Priorities will change. Markets will rise and fall. Often overlooked, the behavioral side of finance can derail your plans. We arm you with a CERTIFIED FINANCIAL PLANNER™ who can help you weather these storms.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Paul Sydlansky is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Paul Sydlansky is a 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.
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
37 Front Street
Binghamton, NY 13905
5 East Market
Corning, NY 14830