Allegiant is a fully independent, fee-based, boutique, fiduciary firm. We are not beholden to large institutions or incentivized to sell any investment products. With no hidden fees, no proprietary products, no sales incentives and no commissions on any of our managed investment accounts, Allegiant is your answer to a broken financial service industry. Our team of independent thinkers believes your success is our success.
There are no “one size fits all” solutions here. Our team will create a bespoke plan designed just for you, with specific solutions created to help you reach your goals. Every client can expect an exceptional level of personalized service from an experienced, skilled, and caring team of financial professionals.
We embrace our role as your most trusted advisor and fiduciary steward. There is a vast difference between a non-fiduciary broker and a fiduciary advisor, and Allegiant has only ever offered the latter. The fiduciary difference is clear. And, most importantly, our clients feel and benefit from it. Your best interests come first—always.
We treat our clients like family, and while many companies may say that, we actually do it. There are no phone directories to wade through, no waiting for appointments, no calls unreturned. Each member of our team takes responsibility for making sure that your experience is enjoyable, rewarding, and fulfilling.
As opposed to the common industry practice of a single advisor working in a silo, your customized plan will be researched, designed, analyzed and implemented by Allegiant’s integrated team of highly qualified professionals. Our team approach provides the strength and stability to support the long-term needs of our clients and future generations.
In 1997, our firm was founded by the partners of Kerkering Barberio, CPA, PA, one of the country’s largest independent professional accounting firms. A year later, Martin J. Kossoff, CFP®, AIF®, took over as President and formally launched Kerkering Barberio Financial Services (KBFS) as an independent, fee-based wealth management and advisory firm. In 2015, we rebranded as Allegiant Private Advisors, and in 2018, our long-time Chief Investment Officer Benjamin W. Jones, CFP®, AIF®, was promoted to President and Martin assumed the role of Chairman through a seamless management succession.
At Allegiant, we proudly speak “CPA.” We work with our clients’ accountants to invest in a tax-sensitive manner, deliver estimates of taxable income, capital gains, and end-of-year summaries. This ensures that advanced tax planning is done in a proper and timely manner.
We also work closely with our clients’ attorneys and other trusted professionals in a team approach to comprehensive wealth management.
240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237