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Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser

Founder, Beyond Your Hammock

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Eric Roberge is a Certified Financial Planner™ and the founder of Beyond Your Hammock, a virtual financial planning company that helps professionals in their 30s and 40s do more with their money.

Roberge helps his clients think like entrepreneurs and use their money as a tool to live life on purpose. His successful transition from a corporate career working for State Street Bank and JPMorgan Chase to business owner at the age of 33 drives him to help others take advantage of their cash flow, live for today and plan responsibly for tomorrow.

In 2017, Beyond Your Hammock was named one of the best financial planning firms in Boston by and one of the 100 most influential advisers of 2017 by Investopedia. In 2016, Investment News named Eric to their exclusive 40 Under 40 list, Wealth Management Magazine called him one of the top 10 CFPs under 36, and Financial Advisor Magazine said he was one of the top 10 Young Advisors to Watch.

Latest Features

Building Wealth
June 2018

Buying a Home Could be a Bad Career Move

American dream or ball and chain? We’ve heard so many times that homes are the ultimate investment, but your job advancement and long-term salary potential could be hindered if you’re tied down.

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Building Wealth
May 2018

The Impact of Lifestyle Creep on Your Wealth

You're doing well, and as you move up in the world you treat yourself along the way. But while it's important to enjoy life, getting carried away could ruin your chance at real wealth. Here's what you should do instead.

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Building Wealth
April 2018

3 Common Money Myths You Probably Believe

Surprise! Some of the money "facts" people have counted on for years when making important financial decisions are really just myths. Time to separate fact from fiction.

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Building Wealth
February 2018

How to Be Rich (Hint: A 401(k) Alone Won't Get You There)

Of course, saving is one of the keys to wealth, but if you're just pumping all you’ve got into a 401(k), you're missing the boat.

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Building Wealth
December 2017

The Wealthy's Best-Kept Secret to Financial Success

The marathon-long path to wealth isn't a glamorous one, and your success hinges on one simple word.

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