Updated November 20, 2023
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Patton Albertson Miller Group, LLC

Investment Advisor Firm
Total assets under management$1B
Years in business21+

About Patton Albertson Miller Group, LLC

Patton Albertson & Miller Group, LLC is a fee-only registered investment advisor (RIA) that offers comprehensive wealth management services to high-net-worth clients across the United States. The company aims to protect clients' wealth from various risks and threats that may undermine their financial security or legacy.

The firm focuses on five primary areas of service: investment management, estate planning, tax planning, cash flow management, and risk management. Additionally, they offer trust and fiduciary services through their sister company, Provident Trust Company.

With offices in Georgia and Tennessee, Patton Albertson & Miller provides its services to clients nationwide. Regardless of where clients reside — from Florida to New York and Virginia to California — the firm is able to cater to their wealth management needs.

As an independent and fee-only financial life management firm, Patton Albertson & Miller offers solutions for various financial management issues, from daily finances and investments to long-term planning strategies. The company emphasizes collaboration with other members of a client's professional team to create well-thought-out, customized, and comprehensive plans.

The company understands that each client has unique circumstances, goals, and risk preferences. Therefore, their investment management approach considers these individual factors in crafting personalized investment strategies.

In addition to investment management, Patton Albertson & Miller offers estate planning strategies to protect estates, minimize taxes, and leave a meaningful legacy for loved ones or chosen causes. They emphasize the importance of developing a well-thought-out business succession plan that benefits all parties involved when exiting a business.

Tax planning is another key service provided by the company. To help clients keep more of their wealth, Patton Albertson & Miller design strategies tailored towards minimizing capital gains or income taxes while protecting assets from gift or estate taxes. Overall, Patton Albertson & Miller Group, LLC is committed to delivering comprehensive wealth management services by understanding clients' unique needs and goals. They strive to offer personalized solutions to protect and grow clients' wealth effectively.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management
  2. Estate Planning
  3. Tax Planning
  4. Cash-Flow Management
  5. Risk Management

More about Patton Albertson Miller Group, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
28155814

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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