About BYH
Fee-only financial
planning
and wealth management services for business owners & employees with equity compensation
Wealth Management
Serving Boston MA & Beyond
We help motivated professionals in their 30s and 40s by providing fee-only fiduciary advice, investment management, and financial planning in Boston, MA and Cambridge, MA. While we’re based in Massachusetts, we also meet and work with clients virtually across the United States.
Our purpose at BYH is to support our clients in making optimal financial decisions with their cash flow and investment portfolios. Seeing the people we serve enjoy greater confidence, success, and peace of mind keeps us inspired to continue carrying out our mission:
To design systems that allow motivated professionals to get more from their money and enjoy what they love… right now, and well into the future.
Define your path
Protect your assets
Invest in your future
Manage your risks
Expert Guidance
Team up with an award-winning firm
Beyond Your What?
The story of our
unique name
"Beyond" is a word that holds significant weight to us. It captures the idea of going beyond the norm, and beyond your own limitations. When it comes to wealth management, we also want to go beyond traditional financial planning: we want more than to just get you to retirement, or have you settle for "just okay." Instead, we aim to provide a roadmap to your ideal financial future.
"Your hammock" represents a state of relaxation and ease. We want to push hard for big goals - while also ensuring we actually enjoy the process of and journey to securing what’s most important in our lives.
Through our financial planning and investment management strategies, you can go beyond your hammock too. In addition to the comfort and security of knowing your finances are in a good place, you can also fully enjoy life along the way to your ultimate, long-term financial goals. You can engage and go beyond just retiring away from something; you get to do what you love now and in the future too, thanks to the financial strategy we create for you.
Your Wealth Management Team
Professional guides for
your financial journey
Eric Roberge, CFP®
CEO & Financial Advisor
Eric has two decades of experience in the financial industry and spent years studying communication, development, and leadership. His proven financial planning systems allow clients to achieve goals and provide the confidence needed to chase big ambitions. In addition to serving as lead financial planner, he hosts the Beyond Finances podcast, speaks at financial planning events around the country, and loves spending as much time as possible outdoors and on the water.
Hobbies & Interests
Anything personal development: Books, podcasts, etc
Golfing, soccer, skiing, hockey
Refining my craft cocktail skills
Seeking unique outdoor adventures
Mario Nardone, CFA®
CIO & Investment Strategist
Mario spent over 10 years consulting institutions and financial advisors on investment policy, portfolio construction, and ETFs at Vanguard before serving as Chief Investment Officer for an Charleston-based RIA and then founding East Bay Investment Solutions, a collaborative partner of BYH. Mario loves finding new adventures on travels abroad and is an avid SCUBA diver - but also enjoys the simpler joys of life at home with his wife Piper, their daughter Pepper, and son Santino.
Hobbies & Interests
Early-morning basketball games
Hanging out on Charleston’s beaches
Spending summers in coastal Maine
Keeping up with the local restaurant scene
Maxwell Elsasser
Associate Financial Advisor
Maxwell is a motivated and passionate individual focused on expanding his knowledge in the financial planning industry. He graduated from Bates College with a degree in Economics and Finance and is now based in Washington, DC. Maxwell supports the advisory team as well as clients directly, helping with questions, analysis, and maintenance of client portals and plans. Outside of BYH, he is an avid cook and dog lover.
Hobbies & Interests
Kali Roberge
Chief Operations Officer
Kali is driven to get things done. She feels best when supporting others and helping them stay organized, motivated, and inspired. At BYH, she serves as editor of the blog and all online content, co-hosts the Beyond Finances podcast, and runs social channels. She also assists clients and maintains open lines of communication between clients and the advisory team. When not at her desk, you'll likely find her planning her next trip, playing with her two-year-old daughter, or snuggling with her two cats and a good book.
Hobbies & Interests
Finding new coffee shops to try
Reading behavioral finance books
Exploring small towns throughout New England
Running, hiking, and practicing yoga
Daniel Calderón
Client Service Specialist
Daniel supports the BYH team to ensure an exceptional experience for clients. He graduated from the University of Texas at San Antonio with a Bachelor of Business Administration in Accounting and Finance, and before focusing on boutique firms, grew his career serving high net worth clients at Charles Schwab.
Hobbies & Interests
Hiking and rock climbing
Learning new recipes
Speaking to colleges about financial independence
Exploring unique places in Nashville
Eric Roberge, CFP®
CEO & Financial Advisor
Eric has two decades of experience in the financial industry and spent years studying communication, development, and leadership. His proven financial planning systems allow clients to achieve goals and provide the confidence needed to chase big ambitions. In addition to serving as lead financial planner, he hosts the Beyond Finances podcast, speaks at financial planning events around the country, and loves spending as much time as possible outdoors and on the water.
Hobbies & Interests
Anything personal development: Books, podcasts, etc
Golfing, soccer, skiing, hockey
Refining my craft cocktail skills
Seeking unique outdoor adventures
Maxwell Elsasser
Associate Financial Advisor
Maxwell is a motivated and passionate individual focused on expanding his knowledge in the financial planning industry. He graduated from Bates College with a degree in Economics and Finance and is now based in Washington, DC. Maxwell supports the advisory team as well as clients directly, helping with questions, analysis, and maintenance of client portals and plans. Outside of BYH, he is an avid cook and dog lover.
Hobbies & Interests
Mario Nardone, CFA®
CIO & Investment Strategist
Mario spent over 10 years consulting institutions and financial advisors on investment policy, portfolio construction, and ETFs at Vanguard before serving as Chief Investment Officer for an Charleston-based RIA and then founding East Bay Investment Solutions, a collaborative partner of BYH. Mario loves finding new adventures on travels abroad and is an avid SCUBA diver - but also enjoys the simpler joys of life at home with his wife Piper, their daughter Pepper, and son Santino.
Hobbies & Interests
Early-morning basketball games
Hanging out on Charleston’s beaches
Spending summers in coastal Maine
Keeping up with the local restaurant scene
Kali Roberge
COO & Creative Director
Kali is driven to get things done. She feels best when supporting others and helping them stay organized, motivated, and inspired. At BYH, she serves as editor of the blog and all online content, co-hosts the Beyond Finances podcast, and runs social channels. She also assists clients and maintains open lines of communication between clients and the advisory team. When not at her desk, you'll likely find her planning her next trip, playing with her one-year-old daughter, or snuggling down with her two cats and a good book.
Hobbies & Interests
Finding new coffee shops to try
Reading behavioral finance books
Exploring small towns throughout New England
Running, hiking, and practicing yoga
Daniel Calderón
Client Service Specialist
Daniel supports the BYH team to ensure an exceptional experience for clients. He graduated from the University of Texas at San Antonio with a Bachelor of Business Administration in Accounting and Finance, and before focusing on boutique firms, grew his career serving high net worth clients at Charles Schwab.
Hobbies & Interests
Hiking and rock climbing
Learning new recipes
Speaking to colleges about financial independence
Exploring unique places in Nashville
Collaborate with our team
Feel confident knowing you have
experience and expertise on your side
This process is all about transparency, and we want you to know what to expect when you partner with us. Learn more about starting the process of creating your financial path together.