Where We've Been Featured

Press and
recognition

Our client testimonials, industry awards, and press coverage say BYH is one the best financial planners in Boston, MA and beyond.

Where you've seen us

Wall Street
Boston
CBS News Logo
Credit Com
Bank Rate
Fiscal Times
Reuters
USA Today
Entrepreneur
Business Insider
Investors Business Daily Insider
Wealth Management
Washington Post
NASDAQ
Barrons

Our regular columns

We write a regular column for multiple financial publications. Read our latest on:

Business Insider 1

Forbes

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Speaking & interviews

eMoney Summit 2018 Keynote Session

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Eric Roberge on the Future of Financial Planning

CNBC News

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A Boston Financial Advisor Explains Why Using Retirement Savings to Buy a Home Is a Bad Idea

InvestmentNews Interview

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How to Attract A New Generation of Clients

WGTV Channel 5 Boston

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Chronicle Feature - Financial Planning the Millennial Way

Financial Planning Association Feature

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The Support System for the Next Generation of Financial Advisors

WGBH & Boston Public Library Present

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Financial Fitness for Folks Under 40 with Eric Roberge

Event starts at 10:10 in the live stream video replay.

Other speaking appearances

InvestmentNews NexGen Summit
How to Develop Your Brand for Success

XYPNLive, St Louis MO
How We Created Exponential Growth as a Startup RIA

Babson, Boston MA
Guest Lecturer for MBA Class

NAPFA Genesis, Webinar
"Ask Me Anything" with Eric Roberge

eMoney Summit, Orlando FL
FlexGen Power Hour, Featured Speaker
Planning Considerations for Millennials, Panelist

FinCon, Orlando FLWhy Bloggers Beat Financial Advisors at Giving Financial Advice (and What Advisors Need to Do to Catch Up and Win Back Their Audience)

XYPNLive, St. Louis MO
Creating a Repeatable Financial Planning Process, Moderator

General Assembly, Boston MA
Get It Together: Personal Finance Hacks in 2018

Boston Public Library x WGBH, Boston MA
Financial Fitness for Folks Under 40

Hear from BYH clients

“BYH checks all the boxes for us when it comes to mapping out our future. We have gentle accountability, communication/explanation that we can understand, and most importantly a great return on our investment in this service.”

Travis Simmons
Boston, MA

“Eric and team are professional, smart, and approach all of our conversations objectively with a practical lens. We have more peace of mind with our personal finances and would highly recommend BYH for young professional couples.”

Khushbu Shah
Denver, CO

“Super helpful in helping me think about finances, building a plan to get to where I wanted to be, and providing the structure so it all felt easy. I highly recommend for anyone no matter where you are in your journey.”

Gigi Gormley
East Boston, MA

“BYH always focuses on what is important to their clients. I love the approach around not only helping you with your financial planning but also educating you along the way, and their flexibility around changes that happen on a yearly/monthly basis.”

Dimitris Vergos
Dubai

“When we became clients we had already a solid financial education, but continued to learn over the years. We always enjoy the insightful conversations and have evolved our communication and organization of our finances.”

Ardy Arfaian
Boston, MA

“BYH has been able to help us determine our values, clarify our goals, and make a realistic plan. We now have great visibility into our total financial picture and confidence that the decisions we make will help us meet our objectives.”

Natalie Julich
Bentonville, AR

These reviews were left on Google Reviews by current and previous clients. No reviewer was compensated.
Reviews are not representative of every client experience. To see all reviews, please visit Google Reviews.