Personalized, Comprehensive Financial Life Management
Guiding you to financial success with customized solutions tailored just for you.
Who We Are
Get to Know Your Advisory Team
For over two decades, we at Patton Albertson & Miller aim to act as your beacon of financial guidance and integrity. Our team of seasoned professionals, including CPAs and legal experts, is dedicated to your financial well-being. As a fee-only fiduciary firm, your interests are our top priority, and we pride ourselves on building trust and mutual respect with every client we serve.
Who We Help
We’re Focused On You
We’re here to guide everyone from local business owners to professionals in vibrant communities like Macon GA, Atlanta GA, Chattanooga TN, and your community wherever you may be located. We understand the unique financial dynamics of these areas and are committed to providing tailored advice.
Retirees
Retirement is on the horizon, or perhaps you’re already enjoying this well-deserved phase of life. You want to ensure that your financial stability is secure, your healthcare needs are met, and your legacy is preserved for future generations. Preparing for and navigating retirement should be a time of peace and fulfillment, not financial worry. You seek reassurance that your finances are in good hands, allowing you to focus on the joys and opportunities of retirement.
Business Owners
You’re a visionary, constantly striving to grow your business while managing the myriad complexities that come with entrepreneurship. Balancing day-to-day operations with strategic planning can be overwhelming, and you need a partner who understands the unique challenges you face. Whether it’s planning an exit strategy, valuing your business, or navigating intricate tax scenarios, you deserve personalized support to help you achieve your long-term vision with confidence and clarity.
Working Professionals
Your career is demanding, and finding time to manage your personal finances can be a struggle. You’re focused on advancing in your profession, planning for major life changes, and making the most of your benefits. Amidst your busy schedule, you need a reliable partner to help you organize your financial life, mitigate risks, and plan for a prosperous future. You’re driven to succeed professionally and personally, and deserve tailored solutions that align with your ambitions.
Companies and Non-Profits
Leading a company or a non-profit organization requires a careful balance of financial oversight and strategic growth. You are dedicated to your mission and committed to making a positive impact, but managing cash flow, investments, and endowments can be complex and time-consuming. You need expert guidance to ensure your organization’s financial health, allowing you to stay focused on achieving your goals and driving meaningful change.
Trust and Estate Clients
Planning for the future involves more than just managing assets—it’s about ensuring your wishes are honored and your loved ones are cared for. You may be navigating major life changes, planning for special needs, or looking to leave a lasting charitable legacy. Trust and estate planning is deeply personal, and you need compassionate, comprehensive guidance to ensure your goals and values are reflected in your plan. Your priority is to protect and provide for those you care about, now and in the future.
Our Philosophy
What Drives Us
At Patton Albertson & Miller, we embody the role of ‘Trusted Advisor,’ we love what we do and who we work with – both co-workers and clients alike! We skillfully manage intricate financial and business complexities for our clients. Through expert navigation in estate planning, business succession, and risk management, we ensure seamless wealth transition and minimized tax implications, all while simplifying the complexities of finance. We’re passionate about our work, dedicated to making complex financial issues understandable and worry-free, ensuring harmony and clarity for every family we serve.
Our Process
Guiding You Every Step of the Way
We begin with understanding your unique financial landscape. We dive deep into your goals, challenges, and aspirations to develop a strategy that’s precisely tailored to you. Our team works tirelessly to ensure your financial plan evolves with you. At every step, we’re your partners in navigating the complexities of wealth management, making sure every decision aligns with your vision for the future.
01
Step
Initial
Discovery
02
Step
Strategy Development
03
Step
Strategy Presentation
04
Step
Implementation
05
Step
Ongoing Review & Adjustment
Insights
Get a Clear Perspective
Our insights section offers a wealth of knowledge, from market analysis to economic forecasts. Stay updated with our monthly commentaries and quarterly letters, and explore our blog for the latest in financial planning and wealth management strategies.
