SurePath Partners

Better Advice, Better Together

Take charge of transforming your business.

Learn More About Partnership

SurePath Partners is a selective, progressive, and rapidly growing wealth management firm with 7 offices across the United States.

With an average partner age of 36, we welcome growth oriented advisors who want to focus on serving clients on their own terms. Our custom-built digital platform and a team of in-house marketing, practice management, financial planning and investment experts is here to handle the rest.

Removing financial anxiety from the world is our end game, and our playbook is unlike anything the advice industry has ever seen.

Do any of these feel like your current situation?

You deserve to grow your firm, do your best work for clients, and have a life outside of work. Explore what SurePath Partners can do for you.

Tap into our Advisor Provisions™ digital platform.

Enjoy full mobility, practice ownership, and innovative marketing and practice management

Earn More. Work Less. Enjoy Your Life.

Marketing

Custom-built, growth solutions for the modern advisor

Technology

An ecosystem of integrated technology and tools

Investments

Access to sophisticated investment strategies

Compliance

Flexible yet comprehensive legal and compliance support

Succession Planning

Maximize the value of your practice and maintain control

SurePath Partner Success Stories

Our partners join the SurePath team for many different reasons. Meet Zak, Adam and Tim and hear the story of what led them to join our family.

Zak Leedom

Adam Swerdlow

Tim Power

The 3 things that guide everything at SurePath Partners:

Together they help us strike a balance between hard work and intentional living.

Restful Velocity

Our partners strive for momentum and a better quality of life.

Independent Collaboration

Our partners are collaborators and fiercely independent.

Automated Humanity

Our partners enjoy working with people and prefer technology to do the heavy lifting.

Partners

Patrick Brewer, CFA, CPA

Austin, TX

Division: Corporate

Focus: Executive Leadership

Jeff Brewer, CFP®

Charlotte, NC

Division: Corporate

Focus: Advisor Partnerships

Tim Power

Austin, TX

Division: Advisory

Focus: Entrepreneurs & Business Owners

Bob Gavlak, CFP®

Columbus, OH

Division: Corporate

Focus: Advisory Services

Ryan Mannen

Lancaster, PA

Division: Corporate

Focus: Operations

Jason Mirabella

Austin, TX

Division: Corporate

Focus: Business Systems

Zak Leedom, CFP®

Columbus, OH

Division: Advisory

Focus: Entrepreneurs & Retirees

Nick Rostykus, CFP®

Houston, TX

Division: Advisory

Focus: Retirees & Corporate Executives