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Allegiant Founder and Chairman honored in Forbes!

11 Feb 2020 2:17 PM | Amy Treis (Administrator)

We’re proud to announce Allegiant’s Founder and Chairman Martin (Marty) J. Kossoff, CFP®, AIF®, has been honored in Forbes’ 2020 Best-in-State Wealth Advisors List as the top advisor in Sarasota. “As an independent, fee-based financial advisor, Allegiant’s role as a fiduciary means that our clients’ interests come first. Always. I think this most recent recognition is another testament to that fact,” explained Kossoff. “We were built to be your advocate. It’s an honor to be recognized by Forbes, but helping clients reach their financial—and overall life—goals is what drives us to be their trusted advisor.” Allegiant Private Advisors is currently in its 24th year. Today the strength and experience of Allegiant’s professional wealth advisors, along with concierge service and a proven long-term business philosophy that identifies needs, goals, aspirations and risk tolerance as critical for client success, form the bedrock of the firm’s approach.


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