About BYH
Fee-only financial
planning
We help people use money as a tool to enjoy life today while planning responsibly for tomorrow
Wealth Management
For motivated professionals
We help motivated professionals in their 30s and 40s by providing fee-only fiduciary advice, investment management, and financial planning in Boston, 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 hmotivated 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.
Hobbies & Interests
Anything personal development: Books, podcasts, etc
Golfing, soccer, skiing, hockey
Refining my craft cocktail skills
Seeking unique outdoor adventures
Sylvie Scowcroft
CFP® Certification Candidate, Associate Advisor
Sylvie is an NYC native who turned her passion for helping friends demystify their finances and take control of their money into a profession. At BYH, she helps support financial planning clients and offers one-time planning sessions. Sylvie has experience in risk management, finance, and operations in both corporations and startups. When not creating financial strategies for clients, you can find her making a birthday cake or looking out for her next adventure.
Hobbies & Interests
Exploring new corners of NYC
Binge listening to audiobooks
Taking dance classes with friends
Baking birthday cakes
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 is an active member of the Charleston SC community, is an avid traveler, and enjoys spending time with his wife Piper, their daughter Pepper, and Agnes the cat.
Hobbies & Interests
Early-morning basketball games
Hanging out on Charleston’s beaches
Spending summers in coastal Maine
Keeping up with the local restaurant scene
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.
Hobbies & Interests
Finding new coffee shops to try
Reading behavioral finance books
Exploring small towns throughout New England
Running, hiking, and practicing yoga
Maxwell Elsasser
Financial Planning Intern
Maxwell is a motivated and passionate individual focused on expanding his knowledge in the financial planning industry. He is currently a senior at Bates College finishing his degrees in Economics and Mathematics. He has prior experience working in the financial planning industry and joined BYH for their commitment to put the client first. Outside of BYH, he is an avid cook and dog lover.
Hobbies & Interests
Experimenting in the kitchen
Long walks with the dogs
Competing in endurance events
Spending time in the White Mountains
Daniel Calderón
Client Service Specialist
Daniel supports the BYH team to ensure an exceptional experience for clients. He graduated from the University of Texas at San Antonio with a Bachelor of Business Administration in Accounting and Finance, and before focusing on boutique firms, grew his career serving high net worth clients at Charles Schwab.
Hobbies & Interests
Hiking and rock climbing
Learning new recipes
Speaking to colleges about financial independence
Exploring unique places in Nashville
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.
Hobbies & Interests
Anything personal development: Books, podcasts, etc
Golfing, soccer, skiing, hockey
Refining my craft cocktail skills
Seeking unique outdoor adventures
Sylvie Scowcroft
CFP® Certification Candidate, Associate Advisor
Sylvie is an NYC native who turned her passion for helping friends demystify their finances and take control of their money into a profession. At BYH, she helps support financial planning clients and offers one-time planning sessions. Sylvie has experience in risk management, finance, and operations in both corporations and startups. When not creating financial strategies for clients, you can find her making a birthday cake or looking out for her next adventure.
Hobbies & Interests
Exploring new corners of NYC
Binge listening to audiobooks
Taking dance classes with friends
Baking birthday cakes
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 is an active member of the Charleston SC community, is an avid traveler, and enjoys spending time with his wife Piper, their daughter Pepper, and Agnes the cat.
Hobbies & Interests
Early-morning basketball games
Hanging out on Charleston’s beaches
Spending summers in coastal Maine
Keeping up with the local restaurant scene
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.
Hobbies & Interests
Finding new coffee shops to try
Reading behavioral finance books
Exploring small towns throughout New England
Running, hiking, and practicing yoga
Maxwell Elsasser
Financial Planning Intern
Maxwell is a motivated and passionate individual focused on expanding his knowledge in the financial planning industry. He is currently a senior at Bates College finishing his degrees in Economics and Mathematics. He has prior experience working in the financial planning industry and joined BYH for their commitment to put the client first. Outside of BYH, he is an avid cook and dog lover.
Hobbies & Interests
Experimenting in the kitchen
Long walks with the dogs
Competing in endurance events
Spending time in the White Mountains
Daniel Calderón
Client Service Specialist
Daniel supports the BYH team to ensure an exceptional experience for clients. He graduated from the University of Texas at San Antonio with a Bachelor of Business Administration in Accounting and Finance, and before focusing on boutique firms, grew his career serving high net worth clients at Charles Schwab.
Hobbies & Interests
Hiking and rock climbing
Learning new recipes
Speaking to colleges about financial independence
Exploring unique places in Nashville
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.