Eric Roberge
CFP®
Beyond Your Hammock
Founder & Financial Advisor
Eric Roberge
CFP®
Beyond Your Hammock
Founder & Financial Advisor
Our financial planning and investment management processes are designed to help you increase your net worth. Our goal is to provide you with the right strategy to maximize your financial potential so you can actually enjoy what you worked hard to build. - Eric Roberge, CFP®
Beyond Your Hammock is an innovative, independent wealth management firm providing fee-only financial planning advice and investment management to motivated, self-made professionals in their 30s and 40s.
Eric Roberge is a fee-only financial planner in Boston, MA serving clients locally and across the country through virtual meeting options. Beyond Your Hammock helps high-achieving professionals live well today while still planning responsibly for tomorrow. BYH specializes in comprehensive financial planning and investment management programs to address the most pressing financial needs, goals, and questions of clients and builds financial strategies to provide the best course of action.
At BYH, we help people use money as a tool to enjoy life today while planning responsibly for tomorrow. My name is Eric Roberge, and I’m a CFP® and the founder of Beyond Your Hammock.
We help high-achieving professionals in their 30s and 40s by providing fee-only, fiduciary advice, investment management, and financial planning in Boston MA.
While we’re based in Massachusetts, we also meet and work with clients virtually across the United States.
Learn more about Eric Roberge | Learn more about financial planning at BYH
My goal, and what drives us at BYH, is to help our clients realize their aspirations for a successful life and career, while loving every minute of the ride along the way. Money shouldn’t drive the decisions you make about life. The life you want to create should drive the choices around your finances.
In over 20 years in the financial industry, I’ve seen many stock market highs. I’ve learned how to navigate the lows. I worked through four major economic and market disruptions between 2000 and 2020, as well as the longest bull market in history.
But true wealth management is about more than just numbers and industry experience.
Any decent financial expert can tell you how to make better financial choices or invest strategically to grow wealth. Very few people can show you how to leverage your financial resources as tools for accomplishing what you actually want to do throughout life.
Understanding how to choose between equally good options is difficult. So is evaluating potential outcomes and thinking rationally through cost-benefit analyses. Accurately and objectively assessing risk, precisely weighting opportunity costs and the probability for success not just in a year but in 40 years from now — yes, you guessed it, very difficult to do.
The numbers might be objective, but your life isn’t. Your life isn’t linear and things change. You change. Your life, your experiences, your values, and your goals (and how those may shift over time) are entirely up to you.
Your financial planning experience should reflect that.
Our purpose at BYH is to support our clients in making optimal financial decisions with their cash flow and investment portfolios. Seeing the people I serve enjoy greater confidence, success, and peace of mind is what keeps me and our team going with our mission: to design systems that allow fellow high-achieving professionals to get more from their money and enjoy what they love… right now, and well into the future.
Want to hear more about our approach to financial planning? Tune into our podcast, Beyond Finances. New episodes drop every other week.
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
- Equity Compensation Strategy
- Holistic Life & Goal Planning
- Financial Independence
- Tax Planning
Ideal Clients
- Gen X and Gen Y
- Executives with Equity Compensation
- Young & Growing Families
- Entrepreneurs & Freelancers
- Savers Ready to Start Investing
- Experiencing Life Transitions
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Ongoing, Active Planning
- Research-Backed Investment Strategies
Professional Designations & Affiliations
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Eric Roberge is a NAPFA-Registered Financial AdvisorThe 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.
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Eric Roberge is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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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.
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Eric Roberge is a Member of the XY Planning NetworkThe 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.
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Eric Roberge Authored an article on Business Insider: "I'm a financial planner — here are the best 7 pieces of advice I can give you about money in your 30s"
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Eric Roberge is Featured Guest on Farnoosh: "So Money Episode 637: Eric Roberge"
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Eric Roberge is Quoted on CNN Money: "The stock market is scary. But here's why you still should invest"
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Eric Roberge is Quoted in Financial Planning Magazine: "Financial planning for the ages"
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Eric Roberge is Quoted in New York Post: "30 life hacks to make 2016 your best year yet"
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Eric Roberge is Featured on Entry Level Podcast: "Managing Your Money Once You Make Over 6 Figures"
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Eric Roberge Authored an article on Kiplinger: "How to Save $1 Million in Less Than 40 Years with a Roth"
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Eric Roberge Authored an article on Forbes: "6 Things That Will Help You Grow Wealth (That Most People Won't Do)"
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Eric Roberge Authored an article on Business Insider: "I'm a financial planner, and I repeatedly watch smart people make the same investing mistake"
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Eric Roberge is Quoted in USA Today: "For Millennials goal is financial freedom"
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Eric Roberge is Quoted on CBS News - Moneywatch: "Want to retire early? Here's a few things you should know"
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Eric Roberge is Quoted in MarketWatch: "4 critical questions to ask during a market downturn — and how financial advisers answer them"
Contact Eric Roberge
Office Locations:
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50 Milk Street
15th Floor
Boston, MA 02109
