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Managing Director & Senior Wealth Advisor. Contact Marty. Experience and Education. Marty provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs.
- (941) 365-3745
- Managing Director & Senior Wealth Advisor
- marty.kossoff@marinerwealthadvisors.com
Marty Kossoff. Mariner Wealth Advisors. Sarasota, Florida. Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. Forbes...
Our wealth advisors in Sarasota, Florida, partner with individuals, families and professionals who have complex finances and taxes to create personalized financial plans designed to evolve as your life changes.
- 240 S. Pineapple Ave., Suite 601, Sarasota, 34236, FL
- (941) 365-3745
Jan 29, 2020 · Allegiant Private Advisors, an independent firm offering fiduciary-level financial planning and investment advisory services has announced that its founder and chairman, Martin J. Kossoff, CFP,...
Sep 15, 2022 · Hear from Marty Kossoff, former president of Allegiant Private Advisors. “Allegiant Private Advisors in Sarasota, Fla., joined Mariner Wealth Advisors through an acquisition in 2021. Why Mariner Wealth Advisors?
Marty provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs.