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Freedom Trail Financial, LLC, is an independent wealth management firm in Boston, Massachusetts. We provide personalized financial planning and investment management consulting services for our clients. As an independent financial advisor, the main focus is on serving our clients’ unique needs and acting in their best interest at all times while maintaining a high standard of integrity and care. We strive to deliver exceptional, individualized, and knowledgeable financial counsel to our clients at all times. 

 

Our mission is to empower clients with the guidance and counsel they need to achieve their financial aspirations while living in accordance with their personal values.

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We work extensively to develop comprehensive and personalized financial planning and investment management strategies that are tailored to meet the needs of the ever-changing BioPharma industry. 
 

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Our passionate approached, combined with our expertise, enables us to form long-term relationships with clients as a trusted advisor and expert.
 

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Schedule an appointment with us today!

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Learn To Ask The Right Questions About Your Equity Grants

 

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