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.

What does it take to start living your best life?

Organization
Developing a financial plan that is structured to your life and your vision for success

Accountability
The willingness to exercise financial discipline that propels you to reach your goals

Objectivity
The practice of making sound financial choices that keep you on track and resistant to emotionally-based reactions

Proactivity
Taking control and ownership of your financial future

Partnership
Working in concert with your loved ones and financial professionals to achieve financial independence.

Featured In

What You Should Know About Lake Road Advisors

Our story may sound similar to your own. We based our firm in Binghamton, NY to embrace a higher quality of life, while helping families and business professionals across the country achieve the same for themselves.

As an independent, fee-only financial planning firm, Lake Road Advisors works with you to ensure you make the kind of smart financial decisions today that builds the future you want. No matter where you are from or what your financial experience is - we can help you fulfill your financial goals.

Lake Road Advisors are CERTIFIED FINANCIAL PLANNERSTM, and we simplify the complexities of personal finance. Everything from buying that perfect home, taking memory-building vacations, and saving for your children’s education to building a business and securing your financial future is possible. We take the angst out of financial planning. You bring the goals, we bring the expertise; and together we’ll create the path to your success.

Newest Blog Content