Surepath Financial Services, LLC

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.

*Insurance offered through Kenneth O'Leary.

Team

Senior Wealth Advisor

David Miller has worked as a financial advisor for over 25 years.  He lives in Peachtree Corners...

Insurance Specialist

Joshua is married to his high school sweetheart, Leah, and they live in Canton with their two children...

How can we help?

Find out how we can help you reach your financial freedom.

Contact Us Now