Eric Roberge, Financial Services

Financial planning and wealth management in Boston MA

Eric Roberge's Bio:

Eric Roberge, CFP®, a 2002 Babson undergraduate alumnus, is the founder of Beyond Your Hammock, a fee-only financial planning firm based in Boston, Massachusetts that specializes in providing planning services and investment management to professionals in their 30s and 40s. Pulling from 13 years of experience as a financial advisor, Eric is also a columnist for Business Insider, Forbes, and Kiplinger and hosts the podcast Beyond Finances. He's been featured in The Wall Street Journal, Marketwatch, The Boston Globe; is part of InvestmentNews' 40 Under 40 list; and has been named as one of Investopedia's Top 100 Most Influential Advisors as well as one of Expertise.com's Best Advisors in Boston.

Eric Roberge's Experience:

Founder at Beyond Your Hammock
August 2013 - Present
Beyond Your Hammock is an innovative, independent wealth management firm providing fee-only financial planning advice and investment management to motivated professionals and self-made millionaires in their 30s and 40s. With BYH's wealth management programs, you get access to systems and financial planning processes to create and grow your net worth. Our goal is to provide you with the right strategy to maximize your financial potential so you can actually enjoy what you worked hard to build.
Financial Planner at Breakwater Asset Management, LLC
January 2013 - August 2013
Breakwater Asset Management, a Registered Investment Advisory firm, provides personalized, focused financial planning and investment management to professionals, baby boomers, and retirees. Breakwater's investment services and solutions are designed to meet the needs of today's more complex and volatile markets and give you confidence about your financial future.
Financial Advisor at Independent Financial Advisor
January 2008 - December 2012
Chairman at Babson College Financial Services Career Affinity Group
September 2008 - September 2012
The Financial Services Career Affinity Group provides members of the Babson community -alumni, students, faculty, and staff with a forum to promote professional development and peer networking. First class events will host industry leaders and analysts, support professional education, and will focus on current topics that are of concern to everyone in the financial industry. The Financial Services Career Affinity Group hopes to provide a venue to maintain the Babson spirit and reconnect with the Babson community on a professional level.
Assistant Treasurer (RIC Tax) at JPMorgan Chase
2004 - 2007
Portolio Accounting at State Street Corporation
July 2002 - October 2004

Eric Roberge's Education:

Babson College
1998 – 2002
Bachelor of Science
Concentration: Finance and Entrepreneurship
Activities: Soccer
St. John's Prep
1995 – 1998
Activities: Hockey, Soccer

Eric Roberge

Financial Advisor | Financial Services

Financial planning and wealth management in Boston MA

Eric Roberge's Bio:

Eric Roberge's Experience:

Founder at Beyond Your Hammock

Financial Planner at Breakwater Asset Management, LLC

Financial Advisor at Independent Financial Advisor

Chairman at Babson College Financial Services Career Affinity Group

Assistant Treasurer (RIC Tax) at JPMorgan Chase

Portolio Accounting at State Street Corporation

Eric Roberge's Education:

Babson College

St. John's Prep