Eric Roberge

Eric Robergeage 36

Founder, Beyond Your Hammock

Fast Facts

  • Has two cats: Stormy and Scout
  • Guilty pleasure: eating ice cream and watching Netflix
  • First job was as a grocery bagger at a local supermarket

Eric Roberge was 33 years old when he started Beyond Your Hammock, an unorthodox company in financial planning circles that embraces the millennial clientele shunned by most advisory shops.

Three years later, Mr. Roberge operates his practice, geared toward young professionals, through a monthly subscription model that relies almost entirely on virtual interaction – 85% of his meetings are conducted online, through Google Hangouts and Skype.

He doesn’t maintain a formal office, conducting most day-to-day work from coffee shops, the public library in Boston (his city of residence) and his home office when doing video conference calls.

“I like the fact that there are no boundaries. Geography doesn’t play a factor whatsoever,” said Mr. Roberge, who works with clients in nearly 10 different states.

Mr. Roberge, a Massachusetts native who graduated from Babson College with a degree in finance, initially wanted to be a trader, but changed gears upon realizing computers would likely take over on the floors of stock exchanges, he said.

He got into financial planning in 2007, following stints on the mutual-fund side at State Street and J.P. Morgan.

Mr. Roberge currently serves on the board of the Financial Planning Association in Massachusetts as the NexGen director, organizing activities and events in the state for young financial planners. He was a founding member in 2014 of the XY Planning Network, an organization of fee-only advisers focused on generation X and Y clients.

He also does pro-bono work as a guest lecturer in the personal finance classes of some Boston-area colleges and universities, and has in the past worked with gang members in Dorcester, Mass., to try to teach principles of financial literacy.

– Greg Iacurci


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