THE POWER OF CONNECTION
941-757-1664 /  info@lwrba.org

MEMBER
LOGIN:
Log in

Allegiant Private Advisors Recognized as a Top Firm by Accounting Today

19 Jun 2020 8:54 AM | Amy Treis (Administrator)

Allegiant Private Advisors has been recognized on Accounting Today’s “Wealth Magnets” annual list as a Top Firm by Assets Under Management for 2020. The independent firm offering fiduciary-level financial planning and investment advisory services earned a spot on the 2020 list based on Allegiant’s $789 million in assets under management. For the 14th annual ranking, Accounting Today received submissions from firms across the country; Allegiant is the only Sarasota-based firm included and one of three in Florida recognized in 2020.

“Our team is honored to be recognized by Accounting Today because we proudly ‘speak CPA’ at Allegiant. We regularly liaison with our clients’ complete team of advisors including accountants, attorneys and other trusted professionals focused on protecting and preserving assets,” explained Allegiant Private Advisors President Benjamin W. Jones, CFP®, AIF®. “In recent months, this means many collaborative online meetings with clients as we evaluate and advise on tax saving strategies and help clients navigate provisions of the CARES Act including the Paycheck Protection Program.” 


8430 Enterprise Circle, STE 140
Lakewood Ranch, FL 34202

941-757-1664 | info@lwrba.org

Powered by Wild Apricot Membership Software