Paul Sydlanksky, CFP®
Founder, Advisor
“I founded Lake Road Advisors to help people just like you take the confusion and anxiety out of financial planning.”
I earned a B.A. in Economics from Marist College and an M.B.A. from New York University. Then I spent 13 years working on Wall Street with Morgan Stanley, first in the Private Wealth Management Division and then in the Institutional Equities Division.
In 2009, I became the father of twins, and in 2011, our third child arrived. By this time, the aggressive Wall Street lifestyle had lost its appeal. I had a solid career path, but I wasn’t seeing my family enough and living the lifestyle I truly wanted. Ultimately, I decided I wasn’t willing to sacrifice my family life for a fast-paced career.
In 2012, my wife and I made the decision to put family first and move to Upstate New York. We landed near the only place I had been able to slow down, Keuka Lake on Lake Road. A few years after moving here, I became a CERTIFIED FINANCIAL PLANNER™. Then in 2016, I founded Lake Road Advisors to help other people simplify their lives, just like I did.
I’m proud to offer a simpler, more transparent method of financial planning services than most other advisors. It’s my goal to help families and small business owners feel less stressed about their finances so they can slow down and enjoy the most important things in life.
After all, charting a path to reach your goals shouldn’t be stressful. It should feel exciting and rewarding. When you think about the dreams you have for your future, you should feel happy and confident.
Together, we will plan the route to get you there.
