Understand
Your Money.
Choose
Your Path.
Live Your
Dang Life.

Personal and Business Financial Planning, Simplified.

atlanta financial advisory and brokerage

Our services

Your Fiduciary
Financial Advisory
& Brokerage

It’s your life. You choose the destinations that are meaningful to you. We’re here to help you enjoy the trail – and reach your goals faster – with holistic, personalized money management.

atlanta financial advisory and brokerage
atlanta financial advisory and brokerage

01

Personal and Business Financial Planning

A written, plain-language plan covering cash flow, goals, and the next twenty years – built around the life you actually want.

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02

Financial Wellness and Debt Planning

Start where you are. Steady footing first, then the bigger climbs ahead. No judgment, no script.

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03

Insurance and Risk Management

An honest review of what you actually need — and, just as important, what you can stop paying for.

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04

Investment Planning and Management

Portfolios built around your timeline and temperament — not a one-size-fits-all model risk score.

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05

Retirement Planning and Management

When to claim, where to draw from first, and how to keep options open all along the way.

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Not sure which service is right for you?

Our approach

How We'll Work
Together

We’re licensed fiduciaries, and we want to be part of your long-term success team. Whether you have millions to invest, or you're starting with some credit card debt… you and your money deserve care and respect. That’s why we start every client engagement with financial wellness foundations:

Understand your
Financial Picture

Prioritize
Goals

Co-create a Holistic,
Step-by-step Plan

atlanta financial advisory and brokerage

We’re here to make sure you’re prepared for the trail ahead

atlanta financial advisory and brokerage
atlanta financial advisory and brokerage
atlanta financial advisory and brokerage

Ronnie Womack

Founder · Financial Planner since 2010

About HPFG

Meet Your Financial Trail Guides

Since 2014, Highland Path Financial Group has been helping individuals and business owners understand their finances, and make smarter decisions with their money. No gate-keeping, jargon-slinging gurus here… just seasoned, fiduciary guides who care what your money’s doing for you. Come sit with us around the campfire, and let’s plan your path to the summit!

atlanta financial advisory and brokerage

Get started

Welcome to Base Camp!

This is a zero-judgment zone, focused on proactive growth. Whatever your financial goals, we’ll help you choose your best path to get there, and make sure you’re equipped for the journey. It all starts with a personal consultation to assess mutual fit!