Get financial planning and wealth management designed for high-achieving professionals who want to enjoy life today while still planning responsibly for tomorrow. Beyond Your Hammock is an innovative, independent wealth management firm providing fee-only financial planning advice and investment management to motivated professionals and self-made millionaires in their 30s and 40s.
With BYH's wealth management programs, you get access to systems and financial planning processes to create and grow your net worth. Our goal is to provide you with the right strategy to maximize your financial potential so you can actually enjoy what you worked hard to build. We exist to provide wealth management guidance on the best moves to make to grow wealth - so you can enjoy more of what matters in your life, now and in the future.
With BYH's wealth management programs, you get access to systems and financial planning processes to create and grow your net worth. Our goal is to provide you with the right strategy to maximize your financial potential so you can actually enjoy what you worked hard to build. We exist to provide wealth management guidance on the best moves to make to grow wealth - so you can enjoy more of what matters in your life, now and in the future.
Services
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.
With BYH's wealth management system, you can make better, more strategic financial decisions to grow your assets without missing out on experiencing life along the way. Through our team of experts, we deliver custom-designed strategies that provide you with clarity and confidence to optimize your financial life.
You want an ongoing comprehensive wealth management system to help you plan, grow your assets, and achieve your goals - while still using your money to enjoy life today. You have a few questions you need addressed quickly. Get access to a financial advisor for a one-time consultation on a few of your most pressing financial concerns.
Then don't miss the podcast from Beyond Your Hammock, available on iTunes, Spotify, & more. Beyond Finances is the financial podcast from a Boston financial advisor and his team that gives real-life context to practical money rules and the theory of financial advice. This is your place for understanding how to maximize your potential and seize every opportunity with both your finances and your life.
Most of the people I work with are in this same boat: when we started working together, they needed expert, objective, and independent financial advice from someone who deeply understood their particular needs as professionals with high-powered careers, tons of opportunity, and an increasingly complicated financial situation.
Reviews (10)
D. R.
Mar 29, 2021
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The team at Beyond Your Hammock is knowledgeable, sincere, and genuinely care about their clients.The comprehensive details about my finances are displayed during meetings, making it easy to understand. Questions are answered clearly. Thanks to BYH, I have peace of mind when it comes to my family’s finances.
For all of the above reasons, I would highly recommend this company to my friends for all financial planning needs.
For all of the above reasons, I would highly recommend this company to my friends for all financial planning needs.
Khushbu Shah
Mar 14, 2021
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My husband and I have been working with Eric at Beyond Your Hammock since mid-2019 and have had a great experience thus far. Eric is professional, smart, does his research and approaches all of our conversations objectively with a practical lens. He has been an invaluable sounding board for us over the last couple of years, and we have more peace of mind with our personal finances. Would highly recommend BYH for young professional couples.
Mike
Sep 25, 2020
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Eric always gives us detailed and useful advice in a timely manner. A lot of the time it's maybe not the advice we'd like to hear but the advice we need to hear. Plus being fee only and fiduciary, you KNOW you can trust he's giving you solid advice. Before I got a financial plan, it seemed like a lot of money to spend up front but it was well worth it.
Kristyn Bogli
Aug 24, 2020
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An approachable, relatable perspective to financial planning. Focus on using money wisely today, with no guilt for actually wanting to enjoy your current lifestyle, while still being prudent about the future. Eric and the BYH team will help you with making financial decisions and investments you can feel good about.
Lisa Sharp
Jun 23, 2020
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My husband and I have worked with Beyond Your Hammock for about seven years at this point. We wanted a financial adviser that we could rely on to give us objective advice. Eric and team have been wonderful. We can't say enough about how helpful it is to have a financial adviser that knows our household, our plans for our financial future, and who we are as people.
Tracey Forgue
Jun 09, 2020
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I have worked with Eric / BYH for several years now - his tailored attention and advice to my unique situation has enabled me to move forward with what is best for me, which is based on my own goals, needs and life situation - rather than typical broadbrush, conventional advice you find online or with other advisors. BYH also has a great network of advisors who are very helpful in other areas such as law and accounting. I definitely recommend BYH - especially for people in their 30's and 40's and/or those with unconventional lives and careers.
Know Your World Know Your World
Dec 24, 2017
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Eric is an excellent Financial Planner for people in their 20's, 30's and 40's!! I've been working with him since 11/2015. He really helped me get my finances back on track, and my income is much higher now because I allocate and think about money differently. He's not only helped me set the right course for myself, but I've also learned a great deal so I can make wiser decisions. I highly recommend!
Leigh Spagnuolo
Nov 23, 2017
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I have been working with Eric since 2015 and he is an excellent finance coach! In the 3 years my partner and I have been clients of Eric's, we have found the courage to endeavor in new projects, paid down our debt, invested in ourselves, all while growing our net worth 280%. We could not have done this without him - he is a sounding board for building wealth while also living life; we are so happy with our decision.
Kali Roberge
Aug 22, 2017
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Eric and Beyond Your Hammock changed my perception of what a financial advisor truly is. He's like a personal trainer, but for your financial health and well being. Eric takes the time to listen and truly get what I'm looking to do and what's important to me, and helps me set goals, invest, and plan accordingly. He helps me stay grounded and realistic with practical and strategic advice that enabled me to grow my wealth more than I could have done had I only tried to handle my personal finances on my own -- but also encourages me to dream about what's possible and what I can achieve. I love that
Lara Underhill
Jun 30, 2017
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My husband and I have been working with Eric and Beyond Your Hammock for almost 3 years. Due to his guidance and coaching, we are well on our way to achieving our financial goals. We have been through several major life changes since we started working with Eric, and each time, he has patiently answered all of our financial questions and offered counsel to help us make good confident decisions related to our financial future. Personally speaking, Eric is a genuine, honest, hard-working, and friendly individual. I would highly recommend working with him if you are looking for assistance with budgeting
