Lake Road Advisors Employee Directory

Financial ServicesNew York, United States2-10 Employees

Lake Road Advisors is a fee-only financial planning and virtual wealth management firm headquartered in Corning, New York, with additional offices in Ithaca, New York and Vancouver, Washington. Founded in 2016 by Paul Sydlansky, CFP, the firm focuses on long-term partnerships with couples seeking to navigate life transitions—such as retirement, part-time work, or a second act—through structured financial plans that support both current needs and future goals. Serving a client base that includes parents and small business owners, Lake Road Advisors aims to help clients grow and preserve wealth by making disciplined money moves aligned with their desired lifestyle. The organization positions itself within the financial services industry as a virtual advisory practice that emphasizes aligning financial strategy with clients’ personal circumstances, backed by a local presence in multiple states. A recent development noted is the firm’s continued activity and presence in Upstate New York and the Pacific Northwest, reflecting its multi-office model and ongoing advisory services.

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