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