| 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.
Whether you simply need investment guidance or want a quarterback to steer a team of financial and legal advisors toward common goals, we're here to help you with our comprehensive roster of financial services in such important areas as:
Investment ManagementEstate PlanningCash Flow ManagementRisk ManagementTax PlanningTrust and Fiduciary Services
With offices in Georgia and Tennessee, Patton Albertson & Miller serves clients throughout the Southeastern U.S., from the Florida panhandle to Texas and even Montana. No matter where you live, we're available to serve your wealth management needs. Call us today at 866-606-5554 to learn more.
If you have been thinking about when to start collecting your social security retirement benefits, check out this interesting article from Investment News. If you have questions about your own social security and retirement benefit planning strategies, be sure to let us know!Cybercrime poses an increasing risk to anyone who ventures online. One way to protect yourself is to learn more about how perpetrators use email to fool unwitting consumers into revealing critical personal financial information. That's why we've prepared the handy white paper, "Phishing." Click here to read it. Be sure to read it to learn how to protect yourself and how you'll be able to communicate with us online without exposing your personal data to risk.
Once again, our firm has been honored by the University of Georgia's Alumni Association, which recognized us as one of the 2012 Bulldog 100: Fastest Growing Bulldog Businesses. Read the press release!
Check out our press release, and see the write-up in the Times Free Press.