Macon, GA Office

Team
Updated today
Patton Albertson Miller Group, LLC logo

Patton Albertson Miller Group, LLC

Team

Firm-wide stats for Patton Albertson Miller Group, LLC

Total advisors

19

Across 6 offices

Clients per advisor

32 Low

Avg AUM per client

$2,549,696 Very High

HNW client ratio

60% Very High

About

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.

Based on Patton Albertson Miller Group, LLC

Expertise

Wealth management Business succession planning Cash flow / budgeting

Based on Patton Albertson Miller Group, LLC

Occupation focus

Founder/Business Owner Executive

Based on Patton Albertson Miller Group, LLC

Location

231 Riverside Drive, Suite 105

Macon GA 31201

Advisors at this office

6

Advisors at this office

user avatar

Carly E

Series 65

Macon, GA

Patton Albertson Miller Group, LLC

Carly Elliott is a financial advisor at Patton Albertson Miller Group, LLC with a Series 65 designation and three years of industry experience. She previously worked at Hodges, Harbin, Newberry & Tribble Inc for seven years before joining her current firm. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals and families, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including investment management, trust and fiduciary services, and project-based consulting, and provides discretionary portfolio management with access to alternative investments for qualified clients.

Wealth management Business succession planning Cash flow / budgeting Founder/Business Owner Executive
user avatar

Barron K

Series 66

Macon, GA

Patton Albertson Miller Group, LLC

Barron King is a financial advisor at Patton Albertson Miller Group, LLC in Macon, GA, holding a Series 66 credential with one year of industry experience. His prior work includes roles at The Strategic Financial Alliance, Inc., Fairway Independent Mortgage Corporation, and Homestar Financial Corporation. Before entering finance, he spent time at Mercer University and Chestatee High School. Patton Albertson Miller Group (PAM Group) is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, trust and fiduciary services, and access to alternative investments, operating as a subsidiary of Focus Financial Partners with a broad service ecosystem.

Wealth management Business succession planning Cash flow / budgeting Founder/Business Owner Executive
user avatar

Robert M

CFP®

Macon, GA

Patton Albertson Miller Group, LLC

Robert Maloy Jr. is a CFP® professional with 17 years of industry experience. He has been with Patton Albertson Miller Group, LLC since 2015 and previously worked at Patton Albertson & Miller LLC from 2009 to 2015. The firm is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. Patton Albertson Miller Group offers comprehensive services including investment management, financial planning, trust and fiduciary services, and project-based consulting, with access to alternative investments and a broad range of third-party platforms.

Wealth management Business succession planning Cash flow / budgeting Founder/Business Owner Executive
user avatar

John A

CFP®, Series 66

Macon, GA

Patton Albertson Miller Group, LLC

John Albertson is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Patton Albertson Miller Group, LLC since 2015 and was previously with Patton Albertson & Miller LLC and Truist Investment Services, INC. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm provides discretionary portfolio management, comprehensive financial planning, and access to alternative investments and third-party tools, operating as a subsidiary of Focus Financial Partners with a broad service ecosystem.

Wealth management Business succession planning Cash flow / budgeting Founder/Business Owner Executive
user avatar

Rachel A

CFP®, Series 65

Macon, GA

Patton Albertson Miller Group, LLC

Rachel Ayres is a CFP® and holds a Series 65 license with 15 years of experience in the financial services industry. She has been with Patton Albertson Miller Group, LLC since 2011, serving in the firm’s current structure since 2015. Patton Albertson Miller 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, and project-based consulting, utilizing discretionary portfolio management and access to alternative investments for eligible clients.

Wealth management Business succession planning Cash flow / budgeting Founder/Business Owner Executive
user avatar

Logan H

Series 65

Macon, GA

Patton Albertson Miller Group, LLC

Logan Holland is a financial advisor with Patton Albertson Miller Group, LLC and holds the Series 65 designation. He has 12 years of experience working with the Georgia Bureau of Investigation. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, trust and fiduciary services, and specialized consulting such as business succession and real estate transaction support.

Wealth management Business succession planning Cash flow / budgeting Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")