Patton Albertson & Miller has signed an agreement to merge with Anthony Smith Advisors, an Atlanta wealth management firm. Patton Alberton & Miller, which is a fee-only, financial advisory firm, provides comprehensive wealth management and trust services to individuals, families, institutions, physicians and business owners. With offices in Atlanta, Macon and Chattanooga, Tenn., the firm serves clients across the United States. The combination becomes effective April 1, 2019.
“This is a milestone for Patton Albertson & Miller and Anthony Smith Advisors. The combination of our two firms will bring more expertise and a wider range of services for our clients,” said Jimmy Patton, the firm’s founder and CEO. “Both firms have, since their formation, been dedicated to providing comprehensive planning and investment management services to their clients and we look forward to continuing that legacy in the years to come.”
The merger increases Patton Albertson & Miller’s total assets under management to over $700 million. Since 2003, Patton Albertson & Miller has operated in Atlanta, and this agreement strengthens the firm’s reach within the metro-Atlanta region. The Atlanta division of the combined firm, under Anthony Smith’s leadership, will continue to focus on providing comprehensive wealth management services impacting a family’s financial health including managing daily finances, customized investment management strategies, tax planning, and multi-generational estate planning.
Since 1994, Anthony Smith Advisors has provided wealth management services in Atlanta and served the financial planning needs of families across the Southeast. The combination of the two firms expands the services and reach of both firms.
“For 25 years, we’ve focused on serving the financial life needs of our clients, and we are excited about the opportunity to continue that important work with Patton Albertson & Miller,” said Anthony Smith. “Through this partnership, our team can continue to provide our clients with quality, unbiased advice across multiple generations.”
Posted on May 6 2019
by Tim Hipps