Eric Roberge, CFP® Beyond Your Hammock

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About Eric Roberge, CFP®

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 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 the owner of his life 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 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’s forward thinking perspective has allowed him to educate the financial planning industry through presentations at major industry conferences, including, the Financial Planning Association, XY Planning Network, fi360 and TD Ameritrade.

He has shared his innovative financial planning and money management techniques in the Wall Street Journal, USA Today, CNBC, and Entrepreneur Magazine, and writes articles for Forbes, The Huffington Post, and MONEY Magazine.

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 girlfriend 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.

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Ideal Clients

  • Business Owner
  • Entrepreneurs
  • Generation X
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly: $199+/mo + $1,500 + upfront
  • One time plan: $1,500+
  • AUM: .95%

SEC Records

States Registered

  • Massachusetts
  • Texas

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