A complete list of active advisors currently associated with Freedom Trail Financial

Warmer can help you find a great advisor at Freedom Trail Financial or one who fits your needs even better.

Freedom Trail Financial is a small wealth management consulting firm that provides financial planning and consulting services to individuals and families, addressing topics such as retirement income, estate planning, education funding, tax and business succession. The firm also conducts group educational seminars and workshops on retirement, estate planning, and investment topics, sometimes offered at no charge and occasionally with a published fee for attendees. The firm delivers advice on an hourly, fixed‑fee, or retainer basis and uses planning and research tools such as MoneyGuidePro, Morningstar Advisor Workstation, Thomson Reuters and Argus to develop and analyze financial plans and investments. Freedom Trail Financial does not provide discretionary portfolio management, does not participate in wrap programs, and does not use percentage‑of‑AUM billing; recommended investment vehicles commonly include mutual funds and ETFs but implementation is client‑directed. Noteworthy features include its solo‑practitioner structure, the regular offering of educational seminars, and the firm’s disclosure that implementing certain recommendations can generate commissions or other implementation compensation — practices that are relatively uncommon among similar supported firms. The firm’s advisory representative is dually registered with a separate SEC‑registered advisory platform, and the brochure discloses the potential for additional advisory compensation if clients implement recommendations through that affiliated platform while stating clients are free to use other providers.

To learn more about the advisors currently working at Freedom Trail Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Beata Dragovics	Boston, MA	23

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support