Surepath Financial Services, LLC is a state registered investment advisor based in Woodstock and Peachtree Corners, GA. As a fiduciary firm, they offer financial planning and asset management services to families and businesses in Georgia and surrounding states, providing innovative strategies and solutions that promote financial clarity, security, and overall well-being.
Founded by Ken O'Leary, CFP, CKA, AAMS, Surepath Financial Services is committed to building lifelong relationships with their clients, prioritizing their needs and goals. With a team of experienced professionals, including Senior Wealth Advisor David Miller, they strive to help individuals and businesses achieve financial freedom through personalized financial planning and wealth management strategies.
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