Who We Are
A Legacy of Excellence Since 2003
Founded in 2003 by Jimmy Patton, Marc Albertson, and Bill Miller, Patton Albertson & Miller has been unwavering in our commitment to providing exceptional service in financial life management. As a Focus partner firm since 2015, we’ve consistently prioritized our clients’ interests, ensuring superior planning and execution. Our offices in Atlanta, Chattanooga, and Macon allow us to extend our comprehensive services across the United States, ensuring no matter where you are, we’re equipped to offer the full spectrum of financial life management services you deserve.
Our Mission
Empowering Families Towards Financial Health
At Patton Albertson & Miller, our mission is clear and meaningful: to help families achieve financial health and prosperity. We expertly navigate the complexities of financial life management, tackling challenges you may face. This goes beyond just managing assets or creating financial plans; we’re devoted to helping you achieve your goals, accompanying you on every step of your financial journey.
Our Strategic Partnerships
At Patton Albertson & Miller, we recognize the critical importance of robust and secure investment strategies. Therefore, we have formed strategic partnerships with some of the most reputable firms in the industry:
Fidelity Investments
A global leader in investment management since 1943, managing assets worth over $3 trillion. Fidelity offers custodial services and is known for its commitment to individual and institutional investors. Visit Fidelity Investments.
CAIS
A registered broker-dealer, CAIS offers access to a diverse range of investment options, including third-party hedge funds, private equity funds, and precious metals.
Charles Schwab
With over 40 years of excellence, Charles Schwab is a premier provider of financial services, offering securities brokerage and banking solutions. Learn more about Charles Schwab.
Provident Trust Company
Founded alongside Patton Albertson & Miller in 2003, Provident Trust Company collaborates with National Advisors Trust Company (NATC), providing top-tier trust and fiduciary services. NATC is a member of FDIC and regulated by OCC which assures the highest standards of service and compliance.
Guided by your best interests, our fee-only structure ensures advice free from conflicts of interest, focusing solely on what’s best for you. This commitment to integrity is at the core of our ethos and is integral to how we protect and grow your investments.
