Eric Roberge (CFP®)

Eric Roberge focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Financial Psychology/Coaching
  • Generation X
  • Investment Advice with Ongoing Management
  • Millennials
  • Unmarried Couples

Planning Specialties

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 in Boston 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 10 years ago, I transitioned into financial planning. After spending the first few years of my new career working for several small financial planning firms, I founded Beyond Your Hammock in 2013 to guide motivated professionals in their 30s and 40s to build solid relationships with their money and create financial and investment strategies that actually work to grow significant wealth.

BYH helps clients make smarter money decisions with their cash flow and investment portfolios, and allowing them to enjoy greater confidence, success, and peace of mind. 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.

You can learn more about me and Beyond Your Hammock here.

Additional Information

How fast did the last 5 years fly by? How quickly do you think the next 5 years will go?

If you're like most people, you said "fast" and "faster" -- and if you're also like most people, you'll say you're going to do something to get yourself in a better financial position... tomorrow. Eventually. Someday. And time will keep passing you by like it always has.

But it doesn't have to be this way. You can make sure that 5 years into the future, you've done what you needed to do in order to get to where you want to be.

We're here to help you get more of what you want from your money and your investments.

Which would you rather be: uncertain you're doing the right thing and procrastinating on the steps that will make going to work optional -- or confident about what you're doing as you proactively leverage your income to grow the kind of wealth that makes it possible to do what you want?

If you're ready to take the first step toward feeling confident about your choices, enjoying peace of mind around your financial situation, knowing you're getting independent advice, guidance, and coaching, investing in a way that will create financial freedom as you make work optional, and excited about what's possible for you now that you're making the best money moves... let's get started.

NAPFA Start Date

August 15, 2014


This Office

50 Milk St Fl 15 Boston, MA 02109-5002 Phone: (978) 273-3135