Kerkering Barberio - Sarasota, Florida |  Financial Services

Financial Services

Allegiant Private Advisors is an independent financial planning and investment management firm that has been helping high net worth families pursue their long-term financial goals and maintain their lifestyles since 1997. Our mission is to offer the finest in customized wealth management for our select group of clients, provide knowledgeable and independent advice with outstanding service and afford our clients financial security. It is one of three Kerkering Barberio companies, which also includes Kerkering, Barberio & Co., one of the largest independent CPA firms in Southwest Florida, and KB Pension Services, Inc., a full-service retirement plan consulting and administration firm.

Please click here to visit the Allegiant Private Advisors website.

Contact Martin Kossoff, President of Allegiant Private Advisors, for more information about our customized wealth management services.

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Our Locations

Sarasota Office
1990 Main Street, Suite 801
Sarasota, FL 34236
Phone: 941.365.4617
Toll Free: 800.966.8676
Fax: 941.954.3207

Lakewood Ranch Office
9423 Town Center Parkway
Lakewood Ranch, FL 34202
Phone: 941.365.4617

Tampa Office
4350 West Cypress Street
Meridian One, Suite 930
Tampa, Fl 33607
Phone: 813.675.8800

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