Lake Road Advisors
Lake Road Advisors, an independent fee-only financial planning firm with offices in Corning NY, Ithaca NY, & Portland, OR, works with mid-career professional parents with young families across the country who want to ensure they are making smart financial decisions today and for their future.
Why work with Lake Road Advisors?
?Whether you’re feeling overwhelmed, confident, or confused, there’s always a good reason to work with a financial advisor. A CERTIFIED FINANCIAL PLANNER™ can help you maximize your finances and point out any blind spots.
When you work with the team at Lake Road Advisors, you’ll get an ongoing, unbiased partnership to help you reach your goals and give you peace of mind.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.