LIBERTY ADVISORY GROUP, INC
PONTE VEDRA BEACH, FLORIDA

Liberty Advisory Group, Inc., founded by Peter J. Laliberte, is a financial advisory firm dedicated to helping clients safeguard their assets and confidently plan for retirement. Headquartered in Ponte Vedra Beach, Florida, the company was incorporated on August 11, 2008, with its current mailing address at 228 Canal Blvd., Suite 1, PO Box 1412, Ponte Vedra Beach, FL, 32082, U.S. The firm's mission is to guide clients in avoiding unnecessary taxes while building assets for a secure retirement. Liberty Advisory Group personalizes strategies for each client, ensuring the highest standards of integrity and professionalism. With over 25 years of experience in financial services, Peter Laliberte leverages his background as a former chief financial officer at organizations like the American Red Cross to provide top-tier advice. The company operates through Retirement Wealth Advisors, a Registered Investment Advisor that handles its investment advisory services. Liberty Advisory Group emphasizes transparency about the risks involved in investing, including potential loss of principal and changing opinions or future performance. Tonie Laliberte serves as Vice-President of Business Development and Client Relations, offering unparalleled customer service with over 25 years in business management. Joining the team are Sherlene, an experienced accountant who contributes her extensive expertise in both private and public sectors to Liberty Advisory Group's offerings. WealthGuard® is one of the innovative tools used by the company to monitor portfolio performance and manage downside risk, although it does not guarantee precise outcomes or trading actions. Registered under the Florida Department of State with Filed Number P08000074916 and a FEI number of 262850783, Liberty Advisory Group maintains compliance and updates its status as required. The firm's last annual report was filed on January 15, 2024, reflecting continued growth in services to its clientele. For more information or personalized financial planning advice, visit their website at libertyadvisorygroup.com, or contact them via phone at (904) 834-3544 or (904) 373-9170.