Eric Roberge
Use our strategies to make optimal financial decisions that allow you you live well today while planning responsibly for tomorrow.
Beyond Your Hammock LLC · Boston, Massachusetts
Eric Roberge is a fee-only financial advisor at Beyond Your Hammock LLC in Boston, Massachusetts, who holds the CFP credential. Eric charges a subscription and a flat fee or retainer and focuses on small business owners and equity compensation.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- Founders
- Executives
- High earners
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.
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
Facts
| Firm | Beyond Your Hammock LLC |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model | Subscription · Flat fee or retainer |
| Works virtually | Yes |
| Assets under management | $25M - $100M |
| Firm founded | 2013 |
| Firm size | 1 employee |
| Credentials | CFP |
| Investment approach | Passive management |
| SEC registration | Investment adviser representative in MA, TX · CRD 5481409 |
| Exams passed | Series 66 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | beyondyourhammock.com |
| Profile |
How Eric's firm compares
- Beyond Your Hammock LLC's average account is about $313,000, from its Form ADV (assets managed divided by 369 accounts).
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Questions about Eric
Is Eric Roberge a fee-only financial advisor?
Yes. Eric Roberge is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Eric's firm.
How does Eric charge for financial advice?
Eric charges a subscription and a flat fee or retainer.
Does Eric work with clients virtually?
Yes. Beyond Your Hammock LLC says on its website that it works with clients remotely.
Where is Eric Roberge based?
Eric Roberge is based in Boston, Massachusetts.
What does Eric specialize in?
Eric's specialties include small business owners and equity compensation. Eric works with HENRY (High Earners, Not Rich Yet), founders, executives and high earners.
What credentials does Eric Roberge hold?
Eric Roberge holds the CFP credential.
Is Eric Roberge registered with the SEC?
Yes. Eric Roberge is registered as an investment adviser representative in MA and TX (CRD 5481409), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Beyond Your Hammock LLC manage?
Beyond Your Hammock LLC reports $25M - $100M in assets under management.
How do I contact Eric Roberge?
Through Eric's website, beyondyourhammock.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Beyond Your Hammock LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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