Patton Albertson & Miller Designated as Premier Advisor in Georgia
MACON, GEORGIA – November 19, 2012 – Patton Albertson & Miller has been recognized as NABCAP Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management in Georgia. The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.
The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client among other areas.
The NABCAP Premier Advisors were named in October 2012.
About Patton Albertson & Miller
Patton Albertson & Miller is an independent, fee-only wealth management, investment and financial planning firm serving affluent individuals and families. We support those with $1 million or more to invest by providing solutions to just about any financial management issue they may face, from managing their daily finances and investments to a broad range of long-term planning strategies for themselves and their families.
The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. Their primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. NABCAP Premier Advisors lists are a powerful reference for investors to identify the top wealth managers in their local market. Visit www.nabcap.org for more information.
Posted on Nov 19 2012
by Patton Albertson & Miller