Wealth Management,
Done Mindfully
Enjoy the present because you've taken care of the future
![Net Worth Img Net Worth Img](https://beyondyourhammock.com/wp-content/uploads/2023/01/net-worth-img.png)
Wealth Management,
Done Mindfully
Enjoy the present because you've taken care of the future
![Net Worth Img Net Worth Img](https://beyondyourhammock.com/wp-content/uploads/2023/01/net-worth-img.png)
50+ years
Team experience helping
proactive wealth-builders
$146MM+
Assets under
advisement
300+
Self-made millionaires & high-
achieving families served
Comprehensive financial planning in Cambridge, Massachusetts
Get an ongoing process that helps you make well-informed, intentional decisions about today and tomorrow.
Your money isn't just a number in your bank account—it's the key to designing a life full of what's most important to you to experience. At Beyond Your Hammock, we offer more than just financial advice. We're here to help you meet your own definition of financial success as we guide you through a financial planning process to take advantage of opportunities while minimizing downside risks.
Our collaborative, integrated, and strategic approach to financial planning and investment management provides clarity on which path among many that you should take.
There are a lot of options for growing and securing wealth - but the only possibility that matters is the one that actually works for you. With our guidance and coaching, you can achieve your specific vision while growing your wealth.
Financial planning in Cambridge for biotech and fintech employees with equity compensation
Wealth management for motivated professionals
From our Kendall Square office in Cambridge, Massachusetts, BYH helps those navigating their career while establishing wealth, experiencing major life transitions, and growing families.
You want to implement a strategic approach that considers all aspects of life, not just finances - and one that allows you to live well today while still planning responsibly for the future.
Who we work with:
- Couples in their 30s or 40s with $500,000 or more in household income
- Business owners who want support and clarity around financial decisions, especially as your life expands and things feel more complex
- Employees with complex compensation structures; your earnings may come from a combination of wages, bonuses, commissions, and equity compensation
- Good savers with cash balances that you know you need to invest wisely to grow wealth
- Professionals who value being proactive and having a plan - and love executing once you have a specific strategy to follow
- Folks who want to strike a balance between enjoying life now while also growing wealth for a financially secure future
5 Strategies to Optimize
Your Finances
Are your finances set up to help you achieve what you want from your life? Don't leave it to chance.
Download BYH's ebook and ensure you're taking advantage of available opportunities to grow your wealth.
Put your money to work for you
Fee-only financial planners
As an independent, fee-only firm, we don’t sell products, earn commissions, or receive kickbacks from third parties. We’ve removed financial incentives and, as fiduciaries, have a legal and ethical obligation to always provide unbiased, objective advice that is in your best interest.
There are no hidden fees, and part of our investment due diligence process is to select from best-in-class low-cost funds. That allows you to focus on results, not second-guess how you’re paying your advisor.
Expert guidance
With our wealth manangement strategies, you get access to a proven financial planning framework and investment management strategy to build your assets and grow your net worth. Our goal is to provide you with the right system to maximize your financial potential so you can actually enjoy what you work hard to build.
A dedicated support team to help you achieve more
You could follow the green line to a national corporation’s cookie cutter approach to financial management and get lost in the shuffle of call center transfers – or you can collaborate directly with a tight-knit team of committed professionals who know who you are and understand what you are looking to accomplish.
We focus on serving an exclusive group of clients so that each of our team members can give you the necessary time and attention to meet your needs as life happens. You can rely on specific answers to your questions – answers that consider the context of your unique circumstances.
Real world advice
Just knowing the optimal strategy doesn’t matter much if you aren’t also taking the actions necessary to move your plan forward. Acting on the advice you get requires confidence that you’re doing the right thing for you, which is why we not only provide guidance on next steps, but take time to explain the why behind every decision.
Our ability to translate financial jargon into practical advice – and create plans that actually work in the real world – comes from leading hundreds of conversations each year with people who are going through the same phases of life and working with the same financial challenges and opportunities that you are. We serve a specific group of likeminded clients so that everyone can benefit from the collective knowledge that accumulates after seeing these scenarios unfold time and time again.
Request a free financial review
Optimize your journey to financial success with a certified financial planner Cambridge Massachusetts. Our comprehensive financial planning process and sophisticated investment management strategies are designed to carve out a realistic path towards achieving your most cherished goals.
From our office in Kendall Square in Cambridge, Massachusetts, our team collaborates closely with our clients, crafting a personalized financial roadmap that bridges your current situation with your aspirations for the future.
Ready to take control of your money, gain clarity on what's next, and grow your wealth?