Eric Roberge

CFP®

Beyond Your Hammock

Founder & Financial Advisor

Eric Roberge

CFP®

Beyond Your Hammock

Founder & Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Eric Roberge, CFP®

I help you organize your finances and make a plan to transform your six-figure income into financial freedom and peace of mind.

Financial freedom is within reach when we work together to transform your six-figure income into increasing wealth and peace of mind. Isn't it time you started using money as a tool to live a life you love today — while still planning responsibly for tomorrow?

Eric Roberge is a Certified Financial Planner™ and the founder of Beyond Your Hammock, a virtual financial planning company that helps professionals in their 30s and 40s do more with their money.

Eric helps his clients think like entrepreneurs and use their money as a tool to live life on purpose. His successful transition from a corporate career working for State Street Bank and JPMorgan Chase to business owner at the age of 33 drives him to help others take advantage of their cash flow, live for today, and plan responsibly for tomorrow.

In 2017, Beyond Your Hammock was named one of the best financial planning firms in Boston by Expertise.com and one of the 100 most influential advisors of 2017 by Investopedia. In 2016, Investment News named Eric to their 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, 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 the South End of Boston with his fiancee Kali and loves taking advantage of all the amazing food 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 the country’s 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
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice 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 the country’s 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:

  • 11A Hanson Street
    Unit 3
    Boston, MA 02118

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