Eric  Roberge,  CFP<sup>&reg;</sup> - Financial Advisor

Eric Roberge, CFP®

Founder

Beyond Your Hammock

50 Milk Street, 16th Floor
Boston, MA 02109
(617) 446-3841 CONNECT WITH Eric
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General

Eric Roberge is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Beyond Your Hammock in Boston, MA and the surrounding communities.

Financial Advisor Overview

Eric Roberge is a fee-only financial planner located in Boston, MA serving clients locally and across the country through virtual meeting options. Beyond Your Hammock helps high-achieving professionals live well today while still planning responsibly for tomorrow. BYH specializes in comprehensive financial planning and investment management programs to address the most pressing financial needs, goals, and questions of clients and builds financial strategies to provide the best course of action. About the firm: Beyond Your Hammock provides fee-only financial planning advice and services to professionals in their 30s and 40s. We help real people use real money to live life on their terms. When we work together, you get access to our system and financial planning process to create, grow, and keep wealth, so you can enjoy the freedom and flexibility to make work optional and spend more time doing what you love. With the right financial plan and program, you can: take control of your cash flow; develop a savings plan that enables financial freedom; avoid costly mistakes that keep you stuck and struggling; invest appropriately to create significant wealth; and enjoy the ability to use your time the way you want. Beyond Your Hammock provides you with a CFP in Boston to help you use your money as a tool to live a life you love today, while still planning responsibly for tomorrow.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Career Change, Asset Allocation, Investment Management, Irregular Income, Mutual Funds, Getting Married, Startup, Life Planning, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources