Peter J Laliberte,  M.Ed., CFF, Founder & CEO

Peter Laliberte M.Ed., CFF, is the Founder and CEO of Ponte Vedra Beach-based Liberty Advisory Group established in 1996.   Peter is also the host of Northeast Florida’s premier retirement television show RetireNow TV.  Peter has spent his entire career in financial services as a Chief Financial Officer and since 1996 has focused his career on providing retirement planning services for those that are at or in retirement.  

Peter draws on all his professional and personal experiences to help his clients achieve their financial goals in retirement.  “I have spent the last two decades of my life focusing solely on income planning for retirees and pre-retirees. We use a tool we created called The Liberty Formula^® to help our clients develop a retirement plan that provides the best possible outcome while protecting their income from downward market movement.  Retirement should be an exciting time and creating a solid plan is key to an enjoyable retirement”, says Peter. 

Peter holds a Master’s Degree in Business and Education from Cambridge College and is a Certified Financial Fiduciary^®, but in his opinion, he never stops learning.  “We are always trying to improve our practice of quality retirement planning for our clients.”  He is also a licensed insurance agent giving him the ability to use retirement tools, such as The Liberty Formula^®, which is a holistic retirement planning program as well as a host of other tools that are specifically designed to address your retirement needs.

Tonie Laliberte holds a Bachelor’s degree in business administration from Lesley University, Cambridge MA. Being fully licensed insurance agent in the state of Florida, Tonie is dedicated to assisting clients with their retirement needs by developing solutions that will provide life long income and lowering taxes at the same time. Tonie has over 25 years business management experience and considers providing an unprecedented customer service experience her specialty.

Spencer has been involved with Liberty Advisory Group since 2017 focusing on Business Development and Client Relationship Management.  He is a graduate from Ponte Vedra High School and is now attending college with a focus in business and management.  He has also been a member of the Jr. Peace Corp through Global Leadership Adventures where he spent time in Peru volunteering in small villages helping to build self-sustaining gardens and spending time with the Peruvian children and learning more about their overall culture.  During his adventure, he visited Machu Picchu, an Incan citadel set high in the Andes Mountains in Peru, above the Urubamba River valley. 

Spencer enjoys fishing, surfing, snowboarding and joining his family on vacations.

Theo joined Liberty Advisory Group in 2017. He is a favorite with our clients and greets everyone at the door with positive energy.