228 Canal Boulevard
Ponte Vedra Beach,
At Liberty Advisory Group our mission is to help preserve and protect our clients’ assets to help them feel more confident in their retirement future. Our goal is to help our clients avoid unnecessary taxes and build assets for their retirement future.
Liberty Advisory Group will work with you to customize a strategy to help meet your long-term goals and needs. We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you, our client. We get to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goal.
FOUNDER AND CEO
Peter Laliberte is the Founder and CEO of Ponte Vedra Beach-based Liberty Advisory Group. Peter has spent his entire career in the area of financial services in the public and private sectors as a Chief Financial Officer and now a self-employed entrepreneur. “I have spent the last two decades of my life focusing solely on income planning for retirees and pre-retirees".
Peter holds a Master’s Degree in Business and Education from Cambridge College and is a Certified Financial Fiduciary. “Our goal is to continue to improve our practice of quality retirement planning for our clients”, says Peter. As a licensed insurance agent Peter has the ability to use retirement tools, such as The Liberty Formula®, which is a holistic retirement planning program and a host of other tools that are specifically designed to address your retirement needs.
Most importantly to him, Peter has been married to the love of his life Tonie since 1995. Peter and Tonie, have three children: sons Spencer, Kurtis, and daughter Blake. The family has lived in Ponte Vedra Beach since 1996 and is all active members of Christ Episcopal Church. They enjoy the beach, deep sea fishing, snow skiing together and spending time together as a family.
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.
Associate Business Development
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.
Blake joined our Liberty Advisory Group in 2017. Her speciality is supporting our client events, workshops and general office management. Blake is a graduate of Ponte Vedra High School and is currently attending the University of Central Florida. She loves the beach, skiing and spending time with family and friends.
Kurtis joined Liberty Advisory Group in 2017. He is a graduate of Providence High School. Kurtis focus is with client relationship management, client events and business development. He will be attending the University of Central Florida with a concentration in business and finance. Kurtis enjoys the beach, snowboarding and spending time with family and friends.
“The Medicare Guy”
Bill has been in the insurance business for over 52 years. He specializes in Medicare Planning, and is continuously learning new products and new ways to help his clients succeed in planning their financial future. When Bill is not meeting with clients he can be found playing golf, spending time with his family and friends, or attending various Jacksonville events.
Sherlene joined the team in 2017 offering tax preparation services for our clients. She received her Bachelor’s Degree, majoring in Accounting from Florida Atlantic University (FAU) in 1998.
Director of First Impressions
Theo joined Liberty Advisory Group in 2017. He is a favorite with our clients and greets everyone at the door with positive energy.
Chief Investment Officer, Foundations Investment Advisors
Portfolio Manager & Sr. Market Analyst, Foundations Investment Advisors
Head of Portfolio Management, Foundations Investment Advisors
Peter Van de Zilver is a chartered financial analyst (CFA) certified by the CFA Institute and serves as head of portfolio management at Foundations Investment Advisors. With over 20 years of investment management experience, he served...
Bill has been in the insurance business for over 52 years. He specializes in Medicare Planning, and is continuously learning new products and new ways to help his clients succeed in planning their...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.