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We highly recommend Lake Road Advisors and Paul Sydlansky to anyone seeking a trustworthy and knowledgeable financial advisor. Our experience has been great, and we look forward to continuing our relationship for many years to come.
We've been working with Paul and Hayley for a few months so far, and they've been very helpful and transparent as we try to navigate the complexities of a budding family life. Great experience so far.
Compared to prior advisors Lake Road provides good access and summary of your portfolio and what is happening. They don't move money around to individual stocks or switch funds all the time which we experienced previously. Cadence of calls is good, they are responsive to emails. Overall, best advisory experience. Wish there was flat fee option though for cost.