Liberty Advisory Group, Inc.

Overview

Liberty Advisory Group, Inc. is an independent, state-registered advisory firm operating out of Florida. The firm is owned by an individual and serves primarily individual and family clients. Its advisory offering combines financial planning and the selection of outside managers with insurance brokerage capabilities, and the firm bills clients through a mix of percentage-of-AUM and fixed-fee arrangements. Liberty identifies itself as a capital allocator—meaning it places client assets with third-party managers when appropriate—and it does not pursue ESG investing as a firm-wide strategy.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices