Wealth Managers and Advisors for High-Net Worth Clients
Patton Albertson & Miller was founded by Jimmy Patton, Marc Albertson and Bill Miller in April, 2003. From the beginning, we have focused on providing superior service, planning, and execution - putting our clients’ interests ahead of our own. With offices in Atlanta, Chattanooga, and Macon, we serve clients throughout the United States. No matter where you may live or work, if you need comprehensive financial life management services, we’re available to assist you.
Our mission is simple: To help families thrive through financial health. We do that by taking charge of the often complicated and challenging task of managing their financial lives. No matter what financial issue you may face, we are here to help. Those issues might include managing your daily finances, designing an investment management strategy that makes sense for you, or creating a long-term multi-generational estate plan for you and your family. Our job is bigger than managing an investment portfolio or creating a financial plan. Our job is to help you achieve your goals and we are prepared to travel any path necessary to help you accomplish that end.
Because our services are fee-only, we do not accept referral fees, commissions, “trailers” or any other form of compensation that would create a conflict of interest with our clients. Further, we don’t sell such commissioned products as load funds, annuities, or insurance. We accept “soft dollars” from our custodians but use it only to purchase research and research tools that make our investment decisions better for our clients. So, our clients can rest assured we’re guided by their best interests, not our own opportunities for financial reward.
Please refer to our Disclosure Brochure for full information on what services our broker dealers may provide.