Eric Roberge, CFP® Beyond Your Hammock

About Eric Roberge, CFP®

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 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. While we’re based in Massachusetts, we also meet and work with clients virtually across the United States.

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.

Listen to Eric’s podcast here: https://podcasts.apple.com/us/podcast/beyond-finances/id1448447206

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

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

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $416+/mo
  • Assets Under Management: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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