Atlanta, GA 3340 Peachtree Road NE Suite 2320 Office

Patton Albertson Miller Group (PAM Group) is a fee-only wealth management and financial planning firm that serves affluent individuals and families, pension and profit‑sharing plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, trust and fiduciary services, cash‑flow and tax planning, and project‑based consulting such as business succession and real estate transaction support.

PAM Group provides discretionary portfolio management using model allocations and individualized investment policies, and it reviews client portfolios at least annually while allowing client‑imposed restrictions. For accredited or otherwise appropriate clients it offers access to alternative investments (hedge funds, private equity, structured notes) and uses third‑party tools such as BlackRock’s Custom Model Solutions to support its model construction and risk analytics.

Compared with many peers, PAM Group operates as an indirect, wholly‑owned subsidiary of Focus Financial Partners and participates in a network of Focus affiliates that include other registered advisers, broker‑dealers and pension consultants, a structure the firm discloses as creating certain operational and referral relationships. The firm also maintains a bifurcated trust model through Provident Fiduciary Services and third‑party trustees, offers cash management via Flourish, provides access to private fund platforms including CAIS and iCapital, and disclosed the 2025 acquisition of Colony Capital accounts—features that make its service ecosystem and product access broader than typical for similarly sized team firms.