New York City · Wealth Management · Professional
Eric Roberge
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All-time mentions
7
AI responses in this market that named Eric Roberge.
AI coverage
2/4
AI assistants that named this professional across all published research.
All-time assistant breakdown
Every published run for this market is counted here.
| Assistant | Citations |
|---|---|
| ChatGPT | 4 |
| Claude | 0 |
| Gemini | 3 |
| Perplexity | 0 |
Measurement window
All-time results for this market
Responses analyzed
9,024
Responses naming professional
7
Lifetime mention rate
0.1%
These totals cover all analyzed responses for this city and category. The professionals ranking shows the latest dated snapshot.
Buyer questions and AI answers
Simulated buyer questions from Atlas’s test dataset, paired with AI answers that mentioned this firm or professional. Open to see the questions and what was said.
4 AI answers with recorded context · 0 reviewed in context
Atlas asks AI assistants questions written from the perspective of people seeking services in a particular city and situation. Each example connects a simulated buyer question to an answer that named this firm or professional. A name can appear as a recommendation, a related adviser, a comparison, or even an option the assistant advises against.
A mention does not verify services, eligibility or suitability. Context review explains how the name was used; it does not verify the assistant’s claims. Explore the test questions and methodology.
Simulated buyer question · Wealth Management · New York City · Finance I'm 41 in New York City with $1.8M. I don't want an advisor who's going to retire in 5 years — I want someone I can grow with for the next 30. Who are the actua... google/gemini-2.5-flash 2026-08-21 15:19:30 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
I'm 41 in New York City with $1.8M. I don't want an advisor who's going to retire in 5 years — I want someone I can grow with for the next 30. Who are the actually-good younger advisors (40s or younger) in this city? Names.
…millennials, often working virtually.
- Douglas Boneparth (Bone Fide Wealth) - Focuses on comprehensive financial planning for younger professionals and entrepreneurs.
- Eric Roberge (Beyond Your Hammock) - Helps young professionals and entrepreneurs build wealth and achieve financial independence.
- Brittney Castro (Financially Wise Women) - Specializes in financial planning for women and couples, with a focus on modern financial strategies.
- Dan Egan (Betterment, though not a personal advisor, he's a key figure in modern digita…
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: Wealth Management · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Simulated buyer question · Wealth Management · New York City · Finance I'm 41 in New York City with $1.8M. I don't want an advisor who's going to retire in 5 years — I want someone I can grow with for the next 30. Who are the actua... google/gemini-2.5-flash 2026-08-21 15:19:27 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
I'm 41 in New York City with $1.8M. I don't want an advisor who's going to retire in 5 years — I want someone I can grow with for the next 30. Who are the actually-good younger advisors (40s or younger) in this city? Names.
…alth.
- Nick Foulks, Exencial Wealth Advisors: Works with high-net-worth individuals and families, including younger professionals, on comprehensive wealth management.
- Eric Roberge, Beyond Your Hammock: Specializes in helping young professionals and entrepreneurs align their money with their life goals.
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: Wealth Management · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Simulated buyer question · Wealth Management · New York City · Finance I'm 41 in New York City with $1.8M. I don't want an advisor who's going to retire in 5 years — I want someone I can grow with for the next 30. Who are the actua... openai/gpt-4o 2026-08-21 15:19:24 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
I'm 41 in New York City with $1.8M. I don't want an advisor who's going to retire in 5 years — I want someone I can grow with for the next 30. Who are the actually-good younger advisors (40s or younger) in this city? Names.
… the president of Bone Fide Wealth and focusing on millennial clients. 2. Sophia Bera - Founder of Gen Y Planning, specializing in financial planning for millennials and Gen X. 3. Eric Roberge - Founder of Beyond Your Hammock, focusing on financial planning for professionals in their 30s and 40s. 4. Brittney Castro - Known for her work with millennials and her firm, Financially Wise, Inc. 5. Rianka Dorsainvil - Co-founder of 2050 Wealth Partners, focusing on young professionals and entrepreneurs.
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: Wealth Management · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Selected examples from the test dataset are shown here. Excerpts show part of an answer; full response records remain part of the audit. Each market has its own question set and sample, so these examples do not establish an overall rank.
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