At BYH, we help people use money as a tool to enjoy life today while planning responsibly for tomorrow.
My name is Eric Roberge, and I'm a CFP® and founder of Beyond Your Hammock. We help high-achieving professionals in their 30s and 40s by providing fee-only, fiduciary advice, investment management, and financial planning in Boston. While we’re based in Massachusetts, we also meet and work with clients virtually across the United States.
My goal, and what drives us at BYH, is to help our clients realize their aspirations for a successful life and career, while loving every minute of the ride along the way. Money shouldn’t drive the decisions you make about life. The life you want to create should drive the choices around your finances.
In over 20 years in the financial industry, I’ve seen many stock market highs. I’ve learned how to navigate the lows. I worked through four major economic and market disruptions between 2000 and 2020, as well as the longest bull market in history. But true wealth management is about more than just numbers and industry experience.
Any decent financial expert can tell you how to make better financial choices or invest strategically to grow wealth. Very few people can show you how to leverage your financial resources as tools for accomplishing what you actually want to do throughout life.
Understanding how to choose between equally good options is difficult. So is evaluating potential outcomes and thinking rationally through cost-benefit analyses. Accurately and objectively assessing risk, precisely weighting opportunity costs and the probability for success not just in a year but in 40 years from now — yes, you guessed it, very difficult to do.
The numbers might be objective, but your life isn’t. Your life isn’t linear and things change. You change. Your life, your experiences, your values, and your goals (and how those may shift over time) are entirely up to you. Your financial planning experience should reflect that.
Our purpose at BYH is to support our clients in making optimal financial decisions with their cash flow and investment portfolios. Seeing the people I serve enjoy greater confidence, success, and peace of mind is what keeps me and our team going with our mission: to design systems that allow fellow high-achieving professionals to get more from their money and enjoy what they love… right now, and well into the future.
Awards and Recognition
Meet Our Team
Eric Roberge, CFP®
CEO & Lead Financial Planner
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.
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, hiking, or snuggling down with her two cats and a good book.
CFP® Certification Candidate, Planning Specialist
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.
Mario Nardone, CFA®
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 active in recreational sports and the Charleston community, is an avid traveler, and enjoys spending time with his wife Piper, their daughter Pepper, dog Cady, and Agnes the cat.