Eric Roberge

CFP®

Beyond Your Hammock

Founder & Financial Advisor

I can work with clients anywhere!

Eric Roberge

CFP®

Beyond Your Hammock

Founder & Financial Advisor

As a fee-only financial planner, I help people use money as a tool to enjoy life today, while still planning responsibly for tomorrow. - Eric Roberge, CFP®

I provide fee-only, fiduciary advice, investment management, and financial planning in Boston to help my clients achieve financial clarity, make mindful and informed decisions, and use money as a tool to design a life they love now and in the future.

Beyond Your Hammock provides fee-only financial planning advice and services to professionals in their 30s and 40s. We help real people use real money to live life on their terms.

When we work together, you get access to our system and financial planning process to create, grow, and keep wealth -- so you can enjoy the freedom and flexibility to make work optional and spend more time doing what you love.

Eric Roberge is a Certified Financial Planner™ and the founder of Beyond Your Hammock, a fee-only financial planning firm based in Boston but with clients around the country. Eric and BYH help professionals in their 30s and 40s do more with their money.

Learn more about Eric | Learn more about Beyond Your Hammock's Planning Process

Beyond Your Hammock has been named one of the best financial planning firms in Boston by Expertise.com and Eric has been called one of the 100 most influential advisors of by Investopedia. He is also part of Investment News' exclusive 40 Under 40 list, Wealth Management Magazine called him one of the top 10 CFPs under 36, and Financial Advisor Magazine said he was one of the top 10 Young Advisors to Watch.

Eric has shared his innovative financial planning and money management techniques in the Wall Street Journal, USA Today, CNBC, and Entrepreneur Magazine. He also writes articles for Forbes, Kiplinger, and MONEY Magazine. His forward-thinking perspective has also allowed him to educate the financial planning industry at leading conferences including, TD Ameritrade, the Financial Planning Association, XY Planning Network, and fi360.

Eric graduated from Babson College in 2002, and has been a member of the alumni association board of directors since 2012. He is also a founding member of the XY Planning Network, an active member of NAPFA, and sits on the board of the Massachusetts Financial Planning Association as the director of NexGen, which represents financial advisors under the age of 37.

Eric lives in Boston with his wife, Kali (who is also director of operations at Beyond Your Hammock), and loves taking advantage of all the amazing food and events the city has to offer. When he’s not coming up with new ideas, he likes to ski, wakeboard, play golf, and go camping.

Eric Roberge is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Beyond Your Hammock provides fee-only financial planning to professionals in their 30s and 40s. We help real people use real money to live their lives on their terms.

You're motivated and driven to create your own career, your own income, and your own way of life. Together, we'll show you how to develop a system that allows you to create your own wealth, too. With the right financial plan and program, you can:

- Take control of your cash flow
- Develop a realistic savings plan
- Invest appropriately for your goals
- Create and grow wealth to attain financial freedom

Beyond Your Hammock helps you use your money as a tool to live a life you love today, while still planning responsibly for tomorrow.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Wealth & Investment Management
  • Holistic Life & Goal Planning
  • Financial Independence
  • Tax Planning

Ideal Clients

  • Gen X and Gen Y
  • Executives with Equity Compensation
  • Young & Growing Families
  • Entrepreneurs & Freelancers
  • New Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Eric Roberge is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Eric Roberge is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Eric Roberge is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • XY Planning Network
    Eric Roberge is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Eric Roberge

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Office Locations:

  • 50 Milk Street
    15th Floor
    Boston, MA 02109

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