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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 high-achieving 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 motivated to continue carrying out our mission:

To design systems that allow high-achieving 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

See all our press & recognition

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Boston
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Credit Com
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Fiscal Times
Reuters
USA Today
Entrepreneur
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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

Our Team
Advisors
Support
Eric Roberge

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

U Book ReaderAnything personal development: Books, podcasts, etc

GolfingGolfing, soccer, skiing, hockey

CocktailRefining my craft cocktail skills

HikingSeeking unique outdoor adventures

Sylvie

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

CityExploring new corners of NYC

Fi HeadphonesBinge listening to audiobooks

DanceTaking dance classes with friends

CakeBaking birthday cakes

Mario Nardone

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

U BasketballEarly-morning basketball games

Beach UmbrellaHanging out on Charleston’s beaches

Spending SummersSpending summers in coastal Maine

NoodlesKeeping up with the local restaurant scene

Kali Roberge

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

CoffeeFinding new coffee shops to try

BookReading behavioral finance books

Small TownsExploring small towns throughout New England

YogaRunning, hiking, and practicing yoga

Maxwell 1

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

New Recipes Experimenting in the kitchen

Dog 1Long walks with the dogs

Run 1Competing in endurance events

HikingSpending time in the White Mountains

Danielc 1

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

HikingHiking and rock climbing

New RecipesLearning new recipes

Speaking CollegesSpeaking to colleges about financial independence

GuitarExploring unique places in Nashville

Eric Roberge

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

U Book ReaderAnything personal development: Books, podcasts, etc

GolfingGolfing, soccer, skiing, hockey

CocktailRefining my craft cocktail skills

HikingSeeking unique outdoor adventures

Sylvie

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

CityExploring new corners of NYC

Fi HeadphonesBinge listening to audiobooks

DanceTaking dance classes with friends

CakeBaking birthday cakes

Mario Nardone

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

U BasketballEarly-morning basketball games

Beach UmbrellaHanging out on Charleston’s beaches

Spending SummersSpending summers in coastal Maine

NoodlesKeeping up with the local restaurant scene

Kali Roberge

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

CoffeeFinding new coffee shops to try

BookReading behavioral finance books

Small TownsExploring small towns throughout New England

YogaRunning, hiking, and practicing yoga

Maxwell 1

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

New Recipes Experimenting in the kitchen

Dog 1Long walks with the dogs

Run 1Competing in endurance events

HikingSpending time in the White Mountains

Danielc 1

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

HikingHiking and rock climbing

New RecipesLearning new recipes

Speaking CollegesSpeaking to colleges about financial independence

GuitarExploring 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.

Explore the process of becoming a client

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