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.
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.
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.