BUILT TO BE
YOUR ADVOCATE

EXPERIENCE THE
ALLEGIANT DIFFERENCE

The Allegiant Private Advisors team strives for the highest level of comprehensive financial planning, investment management, and thoughtful client service to preserve and grow your wealth. Since 1997, we have created customized wealth management solutions for high-net-worth individuals, families, entrepreneurs, nonprofit organizations, and foundations.



Whether you’re navigating the sale or purchase of a business, making the most of retirement, or creating a plan for the next generation, we get our arms – and our minds – around your personal situation to make all the moving parts work towards the best outcome. And we do it without losing sight of the benchmark that matters most: your trust.

We look forward to listening to your questions and learning about your priorities and goals. Please reach out to the Allegiant team if you’re seeking a trusted advocate to help guide your financial success.

YOUR MOST TRUSTED ADVISOR

INDEPENDENT

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.

CUSTOMIZED

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.

FIDUCIARY

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.

BOUTIQUE

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.

INTEGRATED

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.

HISTORY

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.

Allegiant’s team approach continues to provide strength and stability to support the long-term needs of our clients.

PROFESSIONAL COLLABORATIONS

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

Email Updates

Advisory Services Offered Through Commonwealth Financial Network, a Registered Investment Adviser

© 2020 Allegiant Private Advisors. All rights reserved. | CWFN Privacy Policy | Website Privacy Policy