Timeless principles, innovative strategies

Surepath Financial Services, LLC is a state registered investment advisor with offices in Woodstock and Peachtree Corners, GA. As a fiduciary firm, we provide financial planning and asset management services throughout Georgia and surrounding states.

Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Surepath Financial Services, LLC.