Membership
Join the Chamber
>
Membership Application
Member Login
>
Member FAQs
Member Benefits
>
Chamber Events
Ribbon Cuttings
>
Ribbon Cutting Tips
Councils
Member2Member Discounts
Affinity Partners
Sponsorships
Notary and Certificate of Origin Services
Workforce Development
Business Connect Request
Business Resources
>
Job Bank
Start Your Business
Grow Your Business
Public Policy
>
Past Public Policy Support
Contact Your Rep
News & Publications
>
Chamber News
Member News
Local Media
The Bridge Magazine
Awards & Recognition
>
Past Small Business Awards Winners
Chair's Cup Award
Photo Gallery
Events
2024 SBA Finalists & Winners
2023 Small Business Awards Finalists & Winners
Chamber Calendar
Community Calendar
Programs
Young Professionals Group
>
Join YPG
About YPG
YPG Council
YPG Photo Gallery
YPG Events
>
YP Summit
Leadership Sarasota
>
Adult Leadership
Youth Leadership
Engage Sarasota
Leadership Council
Celebrate Outstanding Leadership Awards
CareerEdge Funders Collaborative
Opportunities For All
>
2021 OFA Grant Awardees
2022 OFA Grant Awardees
OFA Photo Gallery
OFA In the News
About Us
About the GSCC
Our Team
Board of Directors
Chamber Ambassadors
History
Live & Work
>
Key Locations
Job Bank
Beaches & Destinations
Sarasota Accolades
Frequently Asked Questions
Contact Us
Business Directory
Mariner Wealth Advisors
Mariner Wealth Advisors
Search
|
Advanced Search
|
New Members
|
Coupons and Discounts
|
All Categories
 
Finance & Insurance
>>
Financial & Investment Services
Mariner Wealth Advisors
240 S. Pineapple Avenue, Suite 200
Sarasota
,
FL
34236
|
View on Google Maps
Ben Jones
(941) 365-3745 | fax: (941) 953-7430
Visit Site
Connect With Us
Our Commitment Allegiant Private Advisors’ place among the region’s most trusted financial advisors has been achieved by providing unparalleled customer service, financial advice, and investment management. Each client receives a “Client Bill of Rights” that pledges our high service standards in writing. We maintain a very high staff-to-client ratio, form strategic advisory teams with our clients’ attorneys and accountants, help families communicate with each other on difficult issues (e.g., estate planning, health care, long-term goals, and personal accountability); and we are great team players when it comes to putting together sophisticated, multidisciplinary planning strategies. This process enables us to always support our clients with calm, reliable, and proactive advice. We promptly respond to every call and email, assure that appointments are always available, cultivate a friendly atmosphere that is welcoming and inviting, and offer comprehensive support. No request is too small, and we work hard to guarantee that every client receives the same detailed, concierge-like service. And this is not something we reserve for clients: we treat our employees like family, too. Our Process Think of your financial plan as a road map that constantly evolves with you—and presents you with all of the possible paths you can take. You are the driver; Allegiant is your navigator. Our task is to ensure that your plan remains current every step of the way. We accomplish this via planning sessions (i.e., formal reviews that delve deeply into each area of your plan, as well as less-formal, high-level discussions). During this process, we serve as an objective sounding board; create a safe place for you to voice your goals, concerns, and aspirations; and discover the little things that make your life richer and more fulfilling. Only then can we craft and implement a sophisticated plan designed to help you reach your goals. Allegiant wants you to feel great about your financial security, achieve wonderful things in life, and live as large as you want to live. Our Mission As independent, fee-based, financial advisors, Allegiant manages all assets as fiduciaries, and does not collect commissions on any of our managed investment accounts. Instead, we do all of our own research, which we often share in the form of monthly macroeconomic reports, white papers, and security-level research. In fact, we’re one of the few wealth management boutique firms in the region that has made this level of commitment to independent, proprietary research. In addition, we have long-standing relationships with independent CPA firms to ensure that our clients get the best integrated financial expertise possible. After all, we all need someone objective in our lives, someone who is knowledgeable, trustworthy, and specialized in ways that matter. We value people who are consistently there for us and capable of providing sound advice. This is the role that Allegiant serves in our clients’ lives. We look forward to welcoming you into our family and earning our place in yours - by providing you with exceptional service year after year. At Allegiant, you will experience the difference that experience can make. Our 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 took over as President after a successful career at Wells Fargo Private Bank in San Francisco. He formally launched Kerkering Barberio Financial Services (KBFS) in 1998 as an independent, fee-based wealth management and advisory firm. Over nearly two decades, our firm has been focused on customer service; independent, fiduciary-level financial advising; and a steadfast desire to be the region’s most trusted financial advisory firm. By serving client needs without conflicts of interest, attaining an almost impossibly high degree of operational excellence, and providing concierge-like customer service, Allegiant has grown into the multifaceted, comprehensive wealth management firm it is today. In 2015, we honored our unique focus of working with other independent accounting firms and rebranded as Allegiant Private Advisors. Advisory Services offered through Commonwealth Financial Network, a Registered Investment Adviser. Allegiant Private Advisors 240 S. Pineapple Avenue, Suite 200 Sarasota, FL 34236 Phone: (941) 365-3745 Fax: (941) 953-7430
Member Since: 2017
Send a message to:
Mariner Wealth Advisors
Your Name
:
Your Email
:
Subject
:
Message
:
(
Date
:
7/27/2024
)
If your business isn't here,
contact us
today to get listed!
Our Sponsors
Membership
Join the Chamber
>
Membership Application
Member Login
>
Member FAQs
Member Benefits
>
Chamber Events
Ribbon Cuttings
>
Ribbon Cutting Tips
Councils
Member2Member Discounts
Affinity Partners
Sponsorships
Notary and Certificate of Origin Services
Workforce Development
Business Connect Request
Business Resources
>
Job Bank
Start Your Business
Grow Your Business
Public Policy
>
Past Public Policy Support
Contact Your Rep
News & Publications
>
Chamber News
Member News
Local Media
The Bridge Magazine
Awards & Recognition
>
Past Small Business Awards Winners
Chair's Cup Award
Photo Gallery
Events
2024 SBA Finalists & Winners
2023 Small Business Awards Finalists & Winners
Chamber Calendar
Community Calendar
Programs
Young Professionals Group
>
Join YPG
About YPG
YPG Council
YPG Photo Gallery
YPG Events
>
YP Summit
Leadership Sarasota
>
Adult Leadership
Youth Leadership
Engage Sarasota
Leadership Council
Celebrate Outstanding Leadership Awards
CareerEdge Funders Collaborative
Opportunities For All
>
2021 OFA Grant Awardees
2022 OFA Grant Awardees
OFA Photo Gallery
OFA In the News
About Us
About the GSCC
Our Team
Board of Directors
Chamber Ambassadors
History
Live & Work
>
Key Locations
Job Bank
Beaches & Destinations
Sarasota Accolades
Frequently Asked Questions
Contact Us
Business Directory