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.
We’re proud to work with a diverse and wide range of clients. We help Boston's biopharma professionals, individuals and families, and women professionals create a better financial future.
We work extensively to develop strategies tailored to the needs of those working in the biopharma industry.
Our personalized approach and experience help us build long-term relationships as a trusted advisor.
As a woman-owned and -operated firm, we’re attuned to the financial challenges women face.
Our smart and motivated team of investment professionals are thought leaders in equity compensation strategies and trends. Through our blog, Equity Minutes, and speaking engagements, we share valuable insights that can help you address financial planning needs with greater confidence.
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Media appearances by Beata Dragovics, MSFP®, CFP®, CEP®, Financial Advisor and Principal of Freedom Trail Financial, LLC.
Publications above reflect media organizations that have quoted and/or published articles authored by Beata Dragovics and should not be misconstrued as a current or past endorsement of Beata Dragovics, Freedom Trail Financial, or any of its advisors. Please refer to the Published In page for more information and links to published works.
Interested in learning more? Schedule a consultation today to see how we can help you with all your financial needs.