Beata Dragovics

Advisor Details

Financial Advisor in Boston, MA

Personal Bio

From a young age, I always knew I wanted a career where I’d be helping people and doing meaningful work. Growing up in Hungary, I was inspired by my mother who opened her own CPA firm and encouraged me to study English and travel. Today, I’m the founder of Freedom Trail Financial, an independent wealth management firm which offers comprehensive, personalized financial planning and investment management. A woman-owned and-operated financial planning firm, Freedom Trail Financial works with biopharma and tech professionals, families, and women clients in the Boston, Massachusetts area, the heart of biotech.

As the principal and a financial advisor at Freedom Trail Financial, I am a continuous resource to my clients in times of change. I help clients think differently about their future, clarify their goals, and see how financial planning can be in alignment with their personal values and lives. The most rewarding part of my job is seeing the difference I can make in people’s lives. I love connecting with people and empowering them to achieve their goals.

I have been featured in Boston Magazine as a recipient of the 2010, 2011, 2012, and 2016 Five Star Wealth Manager Award. I also hold the FINRA Series 7 and 66 securities registrations (through Commonwealth Financial Network). My professional associations include The Certified Financial Planner Board of Standards, Financial Planning Association, The Boston Estate Planning Council, Ellevate Network, and The Boston Club. I earned my bachelor’s degree in business management from the Budapest Business School and my master’s degree in financial planning from the College of Financial Planning.

Firm Name

Freedom Trail Financial, LLC

Firm Bio

What does “financial independence” mean to you? Is it living comfortably today while planning for your financial future? Is it knowing you have a plan to achieve the goals that matter most to you?

At Freedom Trail Financial, we know the power, confidence, and security that lie at the heart of financial independence — and it’s why we have dedicated our professional lives to helping our clients attain it. We help empower you to new levels of financial security and success with personalized financial planning, investment management, retirement planning, executive compensation and stock option planning, and estate planning.

Built around the personal values that are unique to you and your family, our team develops a forward-thinking plan that is held steady by proven investment methodology and decades of expertise in fundamental market and economic trends. The result is a strategy that provides more than just financial security; we’ll also help you navigate the emotional changes that come up along the way.

Freedom Trail is proud to be the independent, boutique wealth management provider of biopharma and life sciences professionals, women executives, individuals, and families across the Boston metro area.

Advisor Type

RIA - Beata Dragovics

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Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Advisory services offered through Freedom Trail Financial, LLC are separate and unrelated to Commonwealth. Freedom Trail Financial, LLC does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. As a Registered Investment Adviser, Freedom Trail Financial offers financial planning services for a fee that are separate and unrelated to our relationship with Commonwealth.

This communication is strictly intended for individuals residing in the states of CA, CT, FL, MA, ME, NC, NH, NY, PR, RI, TN, TX, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html


Boston, MA 2116

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