About BYH
Fee-only financial
planning
and wealth management services for business owners & employees with equity compensation
Wealth Management
Serving Boston MA & clients across the U.S.
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.
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 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 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 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.
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
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
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
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
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
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.