Peter D. Vacheron, ChFC, Principal

Job Title: 
Managing Director – Investment Services

Pete has 31 years of Financial Services experience, and founded IBG Financial in 1996. For the past 24 years his advisory business has focused on Corporate Retirement Planning, advising corporate clients on the plan investments, providing plan design assistance and administrative support. Currently Pete and his colleagues advise Corporate Clients throughout New England, helping them help their employees pursue a confident retirement.

Peter is a Registered Representative and holds FINRA registrations 6 and 63 through Triad Advisors. He has achieved the Chartered Financial Consultants (ChFC) designation from the American College by completing twelve advanced classes in Retirement Plans, Investments, and Financial Planning. He started his career with The Equitable (now AXA-Advisors) in 1986. In 1996, while at AXA Peter founded IBG Financial and in 2008 he and his clients joined National Retirement Partners (NRP), a boutique firm of top retirement plan consultants around the country. NRP was subsequently purchased in 2010 by LPL Financial, LLC. In 2008, Plan Sponsor Magazine named Pete one of the nations “Most Successful Retirement Plan Advisors”.1 In 2018, The Financial Times named IBG as one of the nation’s top retirement plan consulting firms. 2   Pete graduated from the University of Rhode Island with a Bachelor’s degree in Economics. He is active with his favorite charity, Old Colony Hospice, having served on their board from 2004-2011 as well as chairing their annual golf tournament.

1. Based on nominations from industry professionals, quantitative evaluation of service levels and feedback from Plan Sponsor clients.  2.. To qualify for the list, advisers had to have 20% or more of their total client assets in DC plans. Qualified advisers were then graded based on seven broad factors: DC assets under management, growth in DC plans and assets, degree of specialization in the DC business, experience, participation rate in DC plans advised, industry certifications, and compliance record.