The Time is Now for Young Financial Advisers

Oct 7, 2016Interesting Articles

Below is an excerpt from a InvestmentNews article.  Check out how Eric Roberge, a young financial advisor, started his firm and the sacrifices he made to get there.

After graduating from college, Eric Roberge worked at two investment banks and then four different advisory firms within five years, unable to find a company where he felt comfortable.


After he decided to start his own firm, he was forced to work as a waiter part-time to make ends meet. He was 33 years old.


Mr. Roberge, now 36, was eventually able to leave his part-time job and works full time at his firm, Beyond Your Hammock. He is a virtual financial adviser with clients around the country.


Read the full article here

Envestnet Institute On Campus Recognized by Money Management Institute’s Opening Doors Breaking Barriers Award

Feb. 16, 2022 We are honored to announce that we won the Money Management Institute’s Opening Doors Breaking Barriers Award! This award recognizes the demonstrable progress in diversity, equity, and inclusion through leadership, innovation, and deep, proactive...

read more
Latest posts by Tricia Baxter (see all)