The la Group
Lake Road Advisors is a fee-only independent financial planning firm based in Ithaca, NY, dedicated to helping busy families simplify their finances and achieve their financial goals with confidence. The team focuses on creating personalized and achievable plans, guiding clients through investment strategies, organization of financial life, and ongoing support for life changes and inquiries.
By providing expert insight and maintaining a dedicated relationship, Lake Road Advisors aims to alleviate financial stress and hold clients accountable to their aspirations, whether that involves saving for education, preparing for retirement, or navigating complex financial decisions. Their client-focused approach has garnered positive testimonials, highlighting the team's professionalism, knowledge, and commitment to their clients' long-term success.
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