Lake Road Advisors Expands Team to Better Serve Their Clients

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Lake Road Advisors, a financial planning firm in Upstate New York, has hired Kevin Burns as an Associate Advisor.

Lake Road Advisors, a fee-only financial planning firm in Upstate New York announced the hiring of Kevin Burns as Associate Advisor. In November 2019, Burns joined the firm’s Founder, Paul Sydlansky, CFP®, in his mission to help families build a plan to feel confident about their financial future.

In 2016, Sydlansky founded Lake Road Advisors to provide expert financial advice and education that can help families and business owners simplify their lives. The firm carries a fiduciary designation, meaning its advisors have a moral and legal responsibility to put their clients’ best interests first.

In his new role, Burns supports the firm’s charge to offer simplified, accessible financial planning services. Burns will be critical in creating a positive, customer-first experience and serving the firm’s growing client base.

“I'm excited to join Lake Road Advisors to help Paul support and grow the business,” said Burns. “Paul and I share many of the same values and beliefs when it comes to financial planning and I'm looking forward to bringing that to more people.”

Burns has spent 15 years working in the financial industry. Beginning in Och-Ziff Capital Management (now Sculptor Capital Management), Burns helped build and oversee a team for treasury operations and operational build outs. He continued with leadership roles at both The Blackstone Group and Highbridge Capital Management. During that time, Burns developed his passion for providing guidance to others. Burns wants to transfer this skillset to helping individuals and small businesses maximize their financial futures.

“Kevin brings extensive industry experience and a mindset that aligns with our vision," Sydlansky said. "His leadership will allow us to continue to grow rapidly and help our clients achieve their goals.”

Lake Road Advisors is an independent, fee-only financial planning firm with three locations in New York State: Corning, Binghamton, and Garden City. Clients from Upstate New York as well as New York City can easily access advisors in person. The firm is focused on working with mid-career professionals and small businesses across the country to ensure they make smart financial decisions to achieve their goals. For more information about Paul Sydlansky and Lake Road Advisors, visit https://www.LakeRoadAdvisors.com.

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Paul Sydlansky
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