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Eric Roberge, CFP | Beyond Your Hammock, Boston MA

Market Signals EditorialBy Updated:No Comments
0.000
Financial planner
United States
Contact Information
Boston, MA, United States
https://beyondyourhammock.com/
Detailed Information
78/100
AI Advisor Match Score
Strong match
CFP certified +25RIA / Investment Adviser +20Fee-only fiduciary +12Wealth management +6Verified profile +15
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Unclaimed profile. This listing was compiled from publicly available professional information. Eric Roberge has not claimed, reviewed, or endorsed this profile, and inclusion here does not imply any affiliation with Trading Market Signals.

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Eric Roberge, CFP, founded Beyond Your Hammock in Boston in 2013 after roles at State Street Bank and JP Morgan Chase. The firm is an independent, fee-only practice that works with professionals in their 30s and 40s who earn well but want a clearer plan for their money. Roberge connects day-to-day cash flow decisions to longer-term goals, covering financial planning, investment management, and ongoing advice. He earned his CFP certification in 2011 and graduated from Babson College in 2002. He hosts the Beyond Finances podcast and speaks at planning conferences across the country, and his commentary appears in national personal-finance coverage. Beyond Your Hammock charges flat planning and management fees rather than commissions, so the advice carries no product-sales conflict.

Source: compiled from public professional records. Verify registration on the SEC Investment Adviser Public Disclosure (IAPD) database: CRD #5481409. If you are this advisor, you can claim or request removal of this profile using the links above.
Fiduciary Status
Yes (Fee-Only Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner
Fee Structure / Compensation Method

Fee-Only

Advisor SEC/CRD #

5481409

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