Allegiant Arises as Independent Firm
Business
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WEDNESDAY SEP 16, 2015 |
The Sarasota-based firm of Kerkering Barberio Financial Services announced its new name, Allegiant Private Advisors. The customized wealth management firm specializes in helping high-net-worth families, entrepreneurs, nonprofit organizations and foundations pursue their long-term financial goals. The firm has flourished under the umbrella of the area’s leading accounting firm, Kerkering, Barberio and Company since 1997. The rebranded Allegiant Private Advisors will continue a close association with Kerkering Barberio but project a distinct identity and pursue an independent client base.
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