Eric Roberge, CFP®
Financial planning and wealth management for high-achieving professionals
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Serving Clients Nationwide
Financial planning and wealth management for high-achieving professionals
Areas of Focus
- Equity Compensation Options
- Financial Planning
- Having a Baby
- Investment Management
- Saving for College
About Eric Roberge, CFP®
Hi, I'm Eric Roberge, CEO & Financial Advisor at Beyond Your Hammock.With two decades of experience in the financial industry, I have dedicated my career to building systems that help clients achieve their goals and gain the confidence needed to pursue their biggest ambitions.
My journey began at Babson College, where I graduated in 2002 with a concentration in finance and entrepreneurship while competing as a student-athlete on the soccer field. I spent the early part of my career working at institutional powerhouses like State Street Bank and JP Morgan Chase before transitioning into personal financial planning in Boston in 2007. By 2011, I earned my CFP® designation, and in 2013, I founded Beyond Your Hammock right here in Boston.
Beyond serving as lead financial planner and CEO, I spent years studying communication, leadership, and personal development to better serve the people I guide. I share those insights widely as host of the Beyond Finances podcast and as a speaker at financial planning events across the country. Whether through books, podcasts, or conferences, I am constantly exploring personal growth to sharpen how I think, lead, and advise.
Outside of work, I spend as much time as possible active and outdoors. You will usually find me out on the water, trying to hit the golf course once a week, or exploring hiking trails with my family, where an outing with my 3-year old is always an adventure. When I am relaxing indoors, I love honing my craft cocktail-making skills.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- CFP Board
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
50 Milk Street, 16th Floor, Boston, MA 02109
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Book an introductory call with us and share your financial situation, goals, and any challenges you're facing. We'll share what we can do for high-achieving professionals like you. After our meeting, you'll have a number of materials to review. We encourage you to take your time to look over everything and decide how you'd like to proceed in addressing your needs. If you have questions along the way, we’re here to help. We want to support whatever decision feels like the best fit for you. If BYH isn't it, we can recommend other advisors or professionals to contact. If you do decide to partner with Beyond Your Hammock, we'll help you get started with a Welcome Email that outlines first steps to take as a Wealth Management client.Offers Investment Management
Yes
About Beyond Your Hammock
Beyond Your Hammock is a fee-only, fiduciary financial planning and wealth management firm based in Boston, Massachusetts, serving high-achieving professionals locally and virtually across the country.Who We Serve
We work with high-achieving professionals in their 30s and 40s, including dual-income households, corporate executives with equity compensation, and business owners and entrepreneurs who want to use their money as a tool to live well today while planning responsibly for tomorrow.
Our Services
Our financial planning covers cash flow management and analysis, accumulation planning, homebuying (or renovation) goal analysis, tax planning, employee benefits review, protection planning, equity compensation planning, college savings strategy, and consultation on major financial events and decisions. We also delegate critical portfolio tasks through an investment strategy built on a globally diversified portfolio of low-cost, publicly traded stocks and bonds, and we regularly offer educational seminars and workshops.
Why Work With Us
As a fully independent firm, we don't earn commissions, we don't sell products, and we are not incentivized by any third parties. This allows us to provide objective, fiduciary financial planning advice built entirely around what's best for you, with a dedicated team focused on making sure nothing falls through the cracks.
Education
Babson College, Bachelor of Science, Finance and Entrepreneurship
Hobbies and Interests
- Beach
- Boating
- Camping
- Exercising
- Family
- Golf
- Hiking
- Hockey
- Outdoor Activities
- Reading
- Skiing
- Soccer
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- High Net Worth
- Mid-Career Professionals
- Parents
- Physicians
- Technology Professionals
- Young Families
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