Wealth Managers and Advisors for High-Net Worth Clients

Patton Albertson & Miller is an independent, fee only, financial life management firm serving affluent individuals and families throughout the United States. We provide solutions to just about any financial management issue you may face, from managing daily finances and investments to a broad range of long-term planning strategies for you and your family. We provide these solutions by collaborating with other members of your professional team – resulting in a plan that is well-thought-out, customized, and comprehensive. 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.

With offices in Georgia and Tennessee, Patton Albertson & Miller serves clients throughout the U.S. No matter where you live, we're available to serve your wealth management needs. Call us today at 866-606-5554 to learn more.

Investment Management

Our investment management approach recognizes that each client has different circumstances, different goals, and different attitudes about risk and return. Our job is to understand your uniqueness and use that understanding to craft an investment strategy that suits you.

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Estate Planning

One of the greatest joys in life is knowing we have provided for those we love and leaving a financial legacy that reflects our values. We provide a wide range of estate planning strategies to help you protect your estate, minimize taxes, and leave a meaningful legacy for the people and causes that you care about.

 

Business Succession Planning

Perhaps the most difficult part of owning a business is developing an exit strategy that rewards you for years of hard work and risk, but also takes care of those who helped you along the way. People like partners, employees, vendors, and clients. A well-thought-out business succession plan can help make your exit from the business an “everyone wins” event.

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Tax Planning

Keeping more of your wealth is the key objective of our tax planning services. Whether you need strategies for minimizing capital gains or income taxes, or want to protect more of your wealth from gift or estate taxes, we can design strategies to help you achieve your goals.


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Trust & Fiduciary Services

Not only do we help you design your estate planning strategy, we can also help you implement that strategy by serving in a variety of roles, such as trustee (see Strategic Partnerships), executor, or personal representative. As with everything we do, we begin by understanding your unique circumstances and crafting solutions to meet your goals.

 

Risk Management

Risk comes in many forms. Our risk management services are designed to help you identify all the financial risks in life and make a conscious decision to assume that risk, eliminate it, or pay someone to assume it on your behalf. Understanding each client’s circumstances is the first step toward an effective risk management plan.

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Cash Flow Management

The daily financial chore of managing your personal finances can be a drudgery that keeps you from the more rewarding endeavors of life. We can help you with comprehensive cash flow management services that protect your financial well-being without taking away your control. Think of us as your personal CFO.

Mergers & Acquisitions Advisory

Patton Albertson & Miller has first-hand experience running a business, raising capital, and conducting successful strategic planning. Let us bring that experience to your business so you can develop a long term strategic plan that accomplishes your long term business goals. If that plan includes a sale, acquisition, or merger we can assist when larger M&A firms won’t.

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