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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
Expert guidance
Dedicated service team
Consistent, ongoing support
Real-world tested

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.

Story Unique Name
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

Our team
Our financial planners
Our support staff
Eric

Eric Roberge, CFP®

CEO & Financial Advisor

Eric

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.

Professional Highlights
  • Graduated from Babson College in 2002 with a concentration in Finance & Entrepreneurship
  • Worked at State Street Bank and JP Morgan Chase before becoming a personal financial advisor in Boston in 2007
  • CFP® since 2011
  • Launched Beyond Your Hammock in 2013
  • Based out of Boston MA
On the Personal Side
  • I love digging into all things related to personal development, via books, podcasts, and events
  • I played soccer at Babson and currently try to get onto the golf course once a week
  • I also love being active and outdoors with my family – going on hikes with my 3-year-old is always an adventure
  • If I’m inside, I enjoy working on my craft cocktail-making skills
Kali

Kali Roberge

Chief Operations Officer

Kali

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.

Professional Highlights
  • Graduated from Kennesaw State University in 2011
  • Owned marketing agency and consulting firm for financial advisors from 2013 to 2018
  • Joined Beyond Your Hammock to run marketing and operations in 2018
  • Based out of Cambridge MA
On the Personal Side
  • I love spending weekends at the beach with my family
  • I’m constantly trying to update my Notes app with the latest cute/hilarious/crazy thing my toddler said – the stuff she comes up with is pure gold
  • I cannot resist a good, cute, cozy coffee shop (at any time of day)
  • I (try to) practice yoga, and there’s nothing better than a run along the Esplanade on the Charles River
Mario Img

Mario Nardone, CFA®

CIO & Investment Strategist

Mario Img

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.

Professional Highlights
  • Started investment career in 1999 with Vanguard
  • Chartered Financial Analyst (CFA) holder since 2003
  • Past President of CFA Society South Carolina and Former Chairman of the College of Charleston Finance Department Advisory Board
  • Launched East Bay Investment Solutions in 2013 and joined the BYH team in 2020
  • Based out of Charleston SC
On the Personal Side
  • I enjoy early morning basketball games, the Charleston beaches, and hitting up the local restaurant scene
  • I spend summers in coastal Maine with my family
  • I’m an avid world traveler and SCUBA diver
  • I also love quiet moments at home with my wife Piper, kids Pepper and Santino, and Simba the cat
Maxwell

Maxwell Elsasser

Associate Financial Advisor

Maxwell

Maxwell Elsasser

Associate Financial Advisor

Max 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. Max 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.

Professional Highlights
  • Graduated from Bates College with degrees in Economics and Mathematics
  • Experienced working in the three types of financial advisory firms: wirehouse, insurance-backed, and independent RIA
  • Joined Beyond Your Hammock in January 2023
  • Based out of Washington DC
On the Personal Side
  • I’m an avid podcast listener; some of my current favorites are Acquired and In Good Company
  • I love to cook and I’m usually experimenting with something new in the kitchen
  • I referee Division I college soccer games, participate in an awesome local track club, and compete in endurance races
  • I also love spending time exploring DC's countless museums
Ashley

Ashley Maddox

Client Service Associate

Ashley

Ashley Maddox

Client Service Associate

With more than 18 years as a Navy spouse, Ashley has learned to multitask with the best of them. She is able to bring focus and organization to projects with many moving parts At BYH, she serves as administrative help and all things client service. 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 working on one of her many crafts or art pieces, playing chauffer to her kids, or planning a night out with her hubby.

Professional Highlights
  • Graduated from University of Maryland in 2020 with a Bachelor’s in Finance and Personal Financial Planning
  • Has worked with multiple advising firms over the last 2.5 years as a virtual paraplanner
  • Finishing up my CFP courses to sit for the board hopefully Summer 2025
  • Joined Beyond Your Hammock to take on administrative and client service needs
  • Based out of Seattle, Washington
On the Personal Side
  • I am originally from Atlanta, Ga but I have lived all over the world to include Italy, Spain, and Washington State.
  • I married my high school sweetheart in 2006 and we have 4 amazing kids who keep me on my toes.
  • When I’m not working or spending time with my family, you can find me on the cheer mat coaching. My husband and I both coach competitive cheer!
  • There is nothing better than getting cozy with a good book and cup of coffee, my shelves are full of books and Starbucks mugs from all the places we’ve visited.
Eric

Eric Roberge, CFP®

CEO & Financial Advisor

Eric

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.

Professional Highlights
  • Graduated from Babson College in 2002 with a concentration in Finance & Entrepreneurship
  • Worked at State Street Bank and JP Morgan Chase before becoming a personal financial advisor in Boston in 2007
  • CFP® since 2011
  • Launched Beyond Your Hammock in 2013
  • Based out of Boston MA
On the Personal Side
  • I love digging into all things related to personal development, via books, podcasts, and events
  • I played soccer at Babson and currently try to get onto the golf course once a week
  • I also love being active and outdoors with my family – going on hikes with my 3-year-old is always an adventure
  • If I’m inside, I enjoy working on my craft cocktail-making skills
Mario Img

Mario Nardone, CFA®

CIO & Investment Strategist

Mario Img

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.

Professional Highlights
  • Started investment career in 1999 with Vanguard
  • Chartered Financial Analyst (CFA) holder since 2003
  • Past President of CFA Society South Carolina and Former Chairman of the College of Charleston Finance Department Advisory Board
  • Launched East Bay Investment Solutions in 2013 and joined the BYH team in 2020
  • Based out of Charleston SC
On the Personal Side
  • I enjoy early morning basketball games, the Charleston beaches, and hitting up the local restaurant scene
  • I spend summers in coastal Maine with my family
  • I’m an avid world traveler and SCUBA diver
  • I also love quiet moments at home with my wife Piper, kids Pepper and Santino, and Simba the cat
Maxwell

Maxwell Elsasser

Associate Financial Advisor

Maxwell

Maxwell Elsasser

Associate Financial Advisor

Max 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. Max 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.

Professional Highlights
  • Graduated from Bates College with degrees in Economics and Mathematics
  • Experienced working in the three types of financial advisory firms: wirehouse, insurance-backed, and independent RIA
  • Joined Beyond Your Hammock in January 2023
  • Based out of Washington DC
On the Personal Side
  • I’m an avid podcast listener; some of my current favorites are Acquired and In Good Company
  • I love to cook and I’m usually experimenting with something new in the kitchen
  • I referee Division I college soccer games, participate in an awesome local track club, and compete in endurance races
  • I also love spending time exploring DC's countless museums
Kali

Kali Roberge

Chief Operations Officer

Kali

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.

Professional Highlights
  • Graduated from Kennesaw State University in 2011
  • Owned marketing agency and consulting firm for financial advisors from 2013 to 2018
  • Joined Beyond Your Hammock to run marketing and operations in 2018
  • Based out of Cambridge MA
On the Personal Side
  • I love spending weekends at the beach with my family
  • I’m constantly trying to update my Notes app with the latest cute/hilarious/crazy thing my toddler said – the stuff she comes up with is pure gold
  • I cannot resist a good, cute, cozy coffee shop (at any time of day)
  • I (try to) practice yoga, and there’s nothing better than a run along the Esplanade on the Charles River
Ashley

Ashley Maddox

Client Service Associate

Ashley

Ashley Maddox

Client Service Associate

With more than 18 years as a Navy spouse, Ashley has learned to multitask with the best of them. She is able to bring focus and organization to projects with many moving parts At BYH, she serves as administrative help and all things client service. 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 working on one of her many crafts or art pieces, playing chauffer to her kids, or planning a night out with her hubby.

Professional Highlights
  • Graduated from University of Maryland in 2020 with a Bachelor’s in Finance and Personal Financial Planning
  • Has worked with multiple advising firms over the last 2.5 years as a virtual paraplanner
  • Finishing up my CFP courses to sit for the board hopefully Summer 2025
  • Joined Beyond Your Hammock to take on administrative and client service needs
  • Based out of Seattle, Washington
On the Personal Side
  • I am originally from Atlanta, Ga but I have lived all over the world to include Italy, Spain, and Washington State.
  • I married my high school sweetheart in 2006 and we have 4 amazing kids who keep me on my toes.
  • When I’m not working or spending time with my family, you can find me on the cheer mat coaching. My husband and I both coach competitive cheer!
  • There is nothing better than getting cozy with a good book and cup of coffee, my shelves are full of books and Starbucks mugs from all the places we’ve visited.

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.

Get started here

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