A complete list of active advisors currently associated with Patton Albertson Miller Group, LLC

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Patton Albertson Miller Group, LLC is a fee-only wealth management, investment, and financial planning firm that manages approximately $1.68 billion for affluent individuals and families, pension/profit-sharing plans, and charitable organizations. The firm offers a broad set of services — including investment management, estate and tax planning, cash flow and risk management, trust and fiduciary services, and business succession and merger & acquisition support — intended to address comprehensive financial needs. PAM Group provides discretionary, individualized portfolio management using model allocations that range from aggressive growth to capital preservation and employs fundamental and technical analysis alongside a mix of mutual funds, ETFs, individual securities, options, and alternative investments for accredited clients. The firm supplements portfolio management with monitoring and reporting, project-based consulting and financial planning, and access to private-investment platforms (e.g., CAIS and iCapital), BlackRock’s Custom Model Solutions for model development, and cash-management options through Flourish. What is distinctive in the brochure is the firm’s ownership and structural arrangements: PAM Group is an indirect, wholly owned subsidiary of Focus Financial Partners, giving it access to a network of other Focus Partners (including firms that serve as pension consultants and that manage private funds), and it leverages those relationships for services and shared infrastructure. The firm also operates private‑label, bifurcated trust arrangements with National Advisors Trust Company and Trident (via Provident Trust/Provident Fiduciary Services), provides limited tax‑preparation services, and has incorporated accounts from acquired advisers (e.g., Colony Capital), features that are less common among multi‑team peers.

To learn more about the advisors currently working at Patton Albertson Miller Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.