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About Us

Helping you plan what’s next — with clarity and purpose.

Our History

In 2012, after years of working on Wall Street, Paul Sydlansky, CFP®, and his wife realized the lifestyle wasn’t working for their growing family. They wanted more time together—and more control over how they lived their lives.

That’s when his in-laws introduced him to a quiet cottage on East Lake Road, tucked along Keuka Lake. To Paul, Lake Road was more than a scenic getaway. It was a glimpse into the kind of life Paul wanted: slower, more connected, and one where time with family came first.

That vision became the foundation for Lake Road Advisors, a firm dedicated to helping other families organize their finances so they can spend more time on the people and experiences that matter most.

Our Team

At Lake Road Advisors, we are dedicated to guiding individuals and families toward their most fulfilling life through thoughtful financial planning. Inspired by our founder’s journey to a better quality of life, we help our clients discover their own path to achieving the lifestyle they desire, one that prioritizes the most important things in life.

What It’s Like to Work with Lake Road Advisors