Our journey together begins with understanding your unique needs and aspirations. Initially, we’ll have a detailed client meeting to discuss your goals for yourself and your family. This conversation is the foundation for crafting wealth management strategies tailored to you. To ensure these strategies align with your evolving needs, we recommend semi-annual face-to-face reviews. However, we’re always available for additional meetings, as a deeper understanding of your circumstances enables us to better assist you in achieving your financial objectives.

Each month, you will receive an activity statement from the firm which serves as the custodian of your account. Patton Albertson & Miller will also send you quarterly performance statements.

While we are geared toward serving clients with significant assets to invest, we are happy to help other investors as well. However, our minimum annual fee is $10,000.

In addition to our investment and planning services, we also offer trust and fiduciary services provided by Provident Trust Company.