Make Optimal
Financial Decisions

Confidently use your money to enjoy
life today & plan wisely for tomorrow
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Your money is a tool.
Are you using it
optimally?

You have a lot going on.

You know how important it is to prioritize your finances, but you also understand that it’s a complex undertaking – one that you don’t have time for as you:

  • Manage your career with complex income structures and taxes
  • Start or grow your family, while also caring for aging parents
  • Lose sight of your financial organization due to competing priorities

Don't add one more thing to your to-do list. BYH can take care of your money management by developing and maintaining a thoughtful plan to use your money as a tool, now and in the future.

Feel confident about the direction you're
heading with a clear, organized financial plan

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Stop second-guessing your financial decisions and get a clear structure with precise next steps to make progress. As you navigate upcoming milestones and unexpected changes, we’ll help you:

Determine what to do with the cash you've saved

Find a better way to manage your equity compensation

Employ a data-backed approach to making smart financial choices

Here’s how we can help

Cut through generic
advice to reach your
financial potential

With our comprehensive, strategic approach to wealth
management, you can take the guesswork out of your
financial decisions, grow your net worth, and
confidently progress toward your biggest goals.

Start the Process with BYH

Leverage strategies and tools to help forecast and prepare for the future

Adjust your plan to fund the lifestyle you want now and in the futures

Set attainable but ambitious goals, and keep you on track to achieve them

Take control of your financial well-being with a fully personalized plan based on real information

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A proven financial planning process

Lots of people can invest for you, but Eric and his team are investors, guides and coaches. They are serious about your money and human-first. They don't judge your choices or tell you what they should be. They help you identify them, and then help you stay on track.

Amy Snelling
Needham MA

We wanted a financial adviser we could rely on to give us objective advice. 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.

Lisa Sharp
Charlottesville, VA

BYH focuses advice on using money wisely today without guilt for wanting to enjoy your current lifestyle, while still being prudent about the future. The BYH team helps you make financial decisions and investments to feel good about.

Kristyn Bogli
Malden, MA

BYH has been instrumental in all things financial planning and mapping out the many goals we have for our family. The team responds quickly and goes above and beyond alllll the time. We are so grateful for Eric and the BYH team.

Jonathan Modest
Sharon, MA

Our experience has been great; you can tell BYH genuinely cares about their clients. Working with Eric and the team has had a positive impact on helping us shape our financial future. We highly recommend!

Eric Ruano
Gillette, NJ

My husband and I have been working with BYH for several years now. This has been a great investment in out future and helping us align and stick to our financial goals.

Michelle Francoeur
Newton MA

Working with BYH, I've been able to make smart investment decisions that I don't think I would've been able to do on my own. I cannot recommend them enough!

Karina Ripps
Boston, MA

“My wife and I have worked with Eric for close to a decade. He patiently explains the logic behind his recommendations so we learn as part of the process. His team has grown a lot since and they’ve always been super responsive and helpful.”

Michael Andromalos
Minneapolis, MN

“BYH checks all the boxes for us when it comes to mapping out our future. We have gentle accountability, communication/explanation that we can understand, and most importantly a great return on our investment in this service.”

Travis Simmons
Boston, MA

“Eric and team are professional, smart, and approach all of our conversations objectively with a practical lens. We have more peace of mind with our personal finances and would highly recommend BYH for young professional couples.”

Khushbu Shah
Denver, CO

“Super helpful in helping me think about finances, building a plan to get to where I wanted to be, and providing the structure so it all felt easy. I highly recommend for anyone no matter where you are in your journey.”

Gigi Gormley
East Boston, MA

“When we became clients we had already a solid financial education, but continued to learn over the years. We always enjoy the insightful conversations and have evolved our communication and organization of our finances.”

Ardy Arfaian
Boston, MA

“BYH has been able to help us determine our values, clarify our goals, and make a realistic plan. We now have great visibility into our total financial picture and confidence that the decisions we make will help us meet our objectives.”

Natalie Julich
Bentonville, AR

These reviews were left on Google Reviews by current and previous clients. No reviewer was compensated.
Reviews are not representative of every client experience. To see all reviews, please visit Google Reviews.

See all of our reviews

Enjoy the benefits of a truly
personal financial advisor

As a fully independent firm, our entire focus is on helping you use the money
you’ve worked so hard to earn as a tool for all aspects of your life.

Our dedicated team is here to prevent anything from falling through the cracks and
ensure your priorities and action items remain clear.

Learn more about us