Eric Roberge, CFP® Beyond Your Hammock

About Eric Roberge, CFP®

I help people use money as a tool to enjoy life today, while still planning responsibly for tomorrow.

My name is Eric Roberge. I’m a CFP® and the founder of Beyond Your Hammock. I provide fee-only, fiduciary advice, investment management, and financial planning 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.

I’ve worked in the financial industry for almost 20 years, and I transitioned into financial planning over 10 years ago. After spending the first years of my new career working for several small financial planning firms, I founded Beyond Your Hammock in 2013 to provide motivated professionals in their 30s and 40s with financial and investment strategies that actually work to grow significant wealth.

Since then I’ve been named one of the best financial advisors in Boston by, part of InvestmentNews’ exclusive 40 Under 40 list, one of the top 10 CFPs Under 36 by Wealth Management Magazine, and one of the top 10 Young Advisors to Watch by Financial Advisor Magazine.

At Beyond Your Hammock, 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’s most important to you. It’s my mission to design a system that allows you to leverage your money as a tool to enjoy more of what you love — now and in the future.

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Ideal Clients

  • Couples
  • Established Professionals
  • Gen X
  • Investment Planning & Management
  • Personal Growth & Development

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $199+/mo, $1,500+ upfront fee
  • Flat Fee: $750+/engagement
  • AUM: .95%

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