Surepath Financial Services, LLC

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3380 Trickum Rd
Woodstock, GA 30188

Surepath Financial Services, LLC is a state-registered investment advisor based in Woodstock and Peachtree Corners, Georgia. The firm specializes in offering financial planning, asset management, tax planning, and wealth management services with a strong commitment to fostering lifelong relationships with its clients as a fiduciary institution.

Founded by Ken O'Leary, who has over nineteen years of experience serving clients in the financial sector, the firm emphasizes innovative planning strategies aimed at enhancing financial clarity and security. With a team of seasoned advisors, Surepath Financial Services provides tailored solutions that cater to the unique needs of families and businesses across Georgia and surrounding states.

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