About BYH
Financial planning
& wealth management
for high-achieving professionals
in Boston MA and beyond
Your money, optimized
Creating cohesive
financial systems
We help high-achieving 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 coordinated financial planning and investment management strategies allow you to optimize your investments, reduce your lifetime tax burden, and grow your wealth - so you can use the money you work so hard to earn as a tool to get what you want from life.
Align your money with
your values
Minimize risks while taking advantage of opportunities
Prioritize necessary steps
Create a strategy for
lasting, long-term success
How we help you use your money as a tool
Fee-only fiduciaries
As an independent, fee-only firm, we don’t sell products, have hidden fees, earn commissions, or receive kickbacks from third parties. We have a legal and ethical obligation to always provide unbiased, objective advice that is in your best interest. All of this allows you to focus on results, not second-guess how you’re paying your advisor.
Expert guidance
Our team implements a proven approach to build your assets and grow your net worth. Together, we can:
- Identify and prioritize what matters most to you
- Get the most value from your cash flow
- Implement the right actions to create significant wealth
Dedicated service team
You could follow a national corporation’s cookie cutter approach 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 want 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 questions arise, you can rely on specific answers that consider the context of your unique circumstances.
Consistent, ongoing support
True financial planning is not a one-time event. It’s a comprehensive, ongoing process that helps you continually get the most from your money.
We don't hand you a stack of documents and spreadsheets and call it a plan. If there’s one thing we can guarantee, it’s that things change. Your wealth management strategy should evolve and change, too, which means you need a planning relationship as dynamic as your life.
Real-world tested
An optimal strategy requires taking the actions necessary to move your plan forward. Acting on the advice you get requires confidence that you’re doing the right thing, which is why we 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 financial challenges that you are.
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. We also want to go beyond traditional financial planning. This isn’t about just getting through retirement; it’s about equipping you with 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 and journey.
Through our services, 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 go beyond “just retiring” with a plan that lets you achieve what you want now and what you envision for the future.
Your Wealth Management Team
Professional guides for
your financial journey
An experienced team that
understands you
With BYH Wealth Management, you get access to a proven financial framework and investment strategy that will grow your net worth. Our goal is to use the right system to maximize your financial potential, so you can truly enjoy what you work hard to build.