Business Details
23 Years
experience
Your Trusted Partner for Comprehensive Financial Life Management
Founded in 2003, Patton Albertson & Miller has established itself as a trusted partner in financial life management. Our firm operates as a fee-only fiduciary, prioritizing client interests through personalized financial planning, investment management, and estate planning services. With offices in Atlanta, Chattanooga, and Macon, we serve clients nationwide, combining over two decades of experience with a team of certified professionals, including CPAs and legal experts. Our strategic partnerships with industry leaders like Fidelity Investments and Charles Schwab enhance our ability to deliver comprehensive solutions.We adhere to a philosophy of integrity, transparency, and client-centric service, ensuring every financial strategy aligns with individual goals. Our process begins with understanding client needs and evolves through ongoing review to adapt to life changes. Recognized for excellence since our founding, we remain committed to empowering families toward financial health while actively contributing to community development through charitable initiatives.
Services
Investment Management
Estate Planning
Risk Management
Tax Planning
Trust & Fiduciary Services
Details
- Year established: 2003
Highlights and features
- We have over 20 years of experience in financial life management.
- Our team includes CPAs and legal experts for specialized financial guidance.
- We operate as a fee-only fiduciary firm, ensuring unbiased advice.
- Strategic partnerships with industry leaders enhance our service capabilities.
- Personalized financial strategies tailored to individual client goals.
Associations and certifications
- Focus Financial Partners
Services
Investment Management
Our Investment Management services optimize portfolios through diversified asset strategies aligned with client risk tolerance and financial goals. We focus on long-term growth and stability while continuously monitoring market trends. Clients benefit from personalized approaches that balance wealth preservation with strategic opportunities.
Estate Planning
Estate Planning ensures client wishes are honored through comprehensive wills, trusts, and asset distribution strategies. We guide families in protecting their legacies while minimizing tax implications. Our process includes ongoing updates to reflect life changes and evolving legal requirements.
Risk Management
Risk Management identifies potential threats to financial security and implements safeguards against market volatility and unexpected events. We develop contingency plans tailored to individual circumstances, ensuring asset preservation across economic cycles through diversified insurance and investment strategies.
Tax Planning
Tax Planning maximizes financial efficiency by reducing liabilities through strategic deductions, credits, and compliance strategies. We collaborate with CPAs to align tax-saving opportunities with broader financial objectives. Our approach ensures regulatory compliance while preserving client wealth.
Trust & Fiduciary Services
Trust & Fiduciary Services manage assets with ethical standards and legal compliance, prioritizing client interests. We administer trusts to ensure seamless wealth transfer while maintaining transparency. Our expertise includes complex fiduciary responsibilities for individuals and institutional clients.
People
Jimmy Patton
President and Chief Executive Officer
Co-founder with over 20 years of leadership in financial advisory services. Specializes in strategic planning and firm operations. Committed to client-centric values and industry innovation.
J. Marc Albertson
Partner, Director Client Services
Certified financial planner with expertise in client relationship management. Focuses on delivering personalized wealth solutions. Instrumental in developing the firm's service standards since 2003.
David Maloy
Partner, Senior Financial Advisor
Senior advisor specializing in retirement planning and investment strategies. Brings 15+ years of experience in guiding high-net-worth clients toward financial security through tailored approaches.
John Adair
Senior Portfolio Manager
CFA charterholder managing investment portfolios with emphasis on risk-adjusted returns. Leads the investment team in implementing strategic asset allocations aligned with client objectives.
Lisa Patton
Partner, Chief Compliance Officer
Human resources and compliance leader ensuring regulatory adherence across all operations. Focuses on maintaining ethical standards and fostering a culture of professional development within the firm.
Questions
What financial services do you offer?
We provide investment management, estate planning, tax planning, risk management, and trust & fiduciary services tailored to individual client needs.
Are you a fiduciary financial advisor?
Yes, we operate as a fee-only fiduciary firm, legally obligated to act in clients' best interests without conflicts of interest.
Which areas do you serve?
We serve clients in Atlanta, Macon, Chattanooga, and nationwide through virtual and in-person consultations.
How does your financial planning process work?
Our five-step process includes discovery, strategy development, presentation, implementation, and ongoing review to adapt to changing life circumstances.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), and professionals with specialized certifications in tax and estate planning.
Can you help with retirement planning?
Yes, we specialize in retirement strategies, including income planning, healthcare cost management, and legacy preservation tailored to individual timelines.
