Eric Roberge — Fee-only financial advisor

Wellspent Discovery/Advisors/Eric Roberge

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About

We help high-achieving professionals in their 30s and 40s by providing fee-only fiduciary advice, investment management, and financial planning in Boston, MA and Cambridge, MA. While we’re based in Massachusetts, we also meet and work with clients virtually across the United States.

Our coordinated financial planning and investment management strategies allow you to optimize your investments, reduce your lifetime tax burden, and grow your wealth - so you can use the money you work so hard to earn as a tool to get what you want from life.

Who they serve

HENRY (high earner, not rich yet)
Founders
Executives

Services

401(k) & IRA Management
Alternative Investments
Cash Flow Planning
Financial Advice & Coaching
Financial Planning
Portfolio Management
Wealth Management
Asset Allocation
College/Education Planning
Education Planning
Insurance Planning
Investment Management
Portfolio Rebalancing
Charitable Giving
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy

Structured record

Name	Eric Roberge
Firm	Beyond Your Hammock LLC
Location	Boston, Massachusetts
Fee model	Subscription · Flat Fee/Retainer
AUM	$25M - $100M
Founded	2013
Firm size	1 employee
Affiliation	Independent RIA
Credentials	CFP
Investment approach	Passive management
Website	https://beyondyourhammock.com
LinkedIn	https://www.linkedin.com/in/ericroberge

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Specialties

Small business owners
Equity compensation