A complete list of active advisors currently associated with Surepath Financial Services, LLC

Warmer can help you find a great advisor at Surepath Financial Services, LLC or one who fits your needs even better.

Surepath provides investment advisory and financial planning services to individuals and high‑net‑worth individuals, offering discretionary portfolio management through a wrap fee program and via a Synergy Asset Management web‑based platform. The firm also delivers comprehensive financial planning and consulting and periodically conducts public seminars and workshops that are described as strictly educational. Investment programs are tailored to each client’s objectives and risk tolerance and employ methods such as fundamental, technical, charting, and cyclical analysis, with account reviews performed at least quarterly. Clients authorize Surepath discretionary trading authority for managed accounts and may impose written investment restrictions; the firm’s platform arrangement consolidates investment advisory and transaction services under the wrap‑fee structure. Noteworthy features relative to peers include sponsoring a wrap fee program and offering public educational seminars, both of which are uncommon among similar firms, and reporting approximately $34.4 million in discretionary assets under management as of December 31, 2025. The managing member maintains an outside insurance practice and an affiliated estate‑planning software business (reported at about 20% and 10% of his time, respectively), a relationship disclosed in the brochure and identified as a potential conflict that the firm says it mitigates through disclosure and fiduciary duty.

To learn more about the advisors currently working at Surepath Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.