Freedom Trail Financial, LLC

Directions Website Contact the business

Freedom Trail Financial, LLC Discover wealth management that empowers you to live for the future, today. Please check FINRA’s Broker Check for a list of current registrations.

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. Our team is specialized in offering comprehensive financial planning, investment management, retirement planning, executive compensation and stock option planning, and estate planning. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Educational seminars and financial planning services offered through Freedom Trail Financial are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Social Security can be an important part of your retirement income strategy. Understanding how your benefits work—and wh...
10/15/2026

Social Security can be an important part of your retirement income strategy. Understanding how your benefits work—and when to claim them—can help you make informed decisions as you plan for the retirement you envision.

Taking your Social Security benefits at the right time may help maximize your benefit.

Markets can bring both good times and challenging ones. Staying focused on your long-term goals and having a thoughtful ...
10/14/2026

Markets can bring both good times and challenging ones. Staying focused on your long-term goals and having a thoughtful investment strategy can help you navigate the ups and downs without losing sight of the bigger picture.

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

Giving your kids a strong financial foundation is about more than what you can give them. Teaching them the value of mon...
10/08/2026

Giving your kids a strong financial foundation is about more than what you can give them. Teaching them the value of money, hard work, and thoughtful choices can help prepare them for a confident financial future.

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Can your portfolio reflect what matters most to you? Impact investing offers ways to align your investments with persona...
10/05/2026

Can your portfolio reflect what matters most to you? Impact investing offers ways to align your investments with personal values while pursuing your financial goals. It’s worth exploring what your money can help support.

Learn about the rise of Impact Investing and how it may benefit you.

Financial literacy can make a real difference in the decisions we make every day. Understanding the basics of saving, sp...
10/01/2026

Financial literacy can make a real difference in the decisions we make every day. Understanding the basics of saving, spending, investing, and planning can help build confidence and create a stronger financial future.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Good health isn’t just good for us—it can be good for business, too. Wellness programs can support employee well-being, ...
09/28/2026

Good health isn’t just good for us—it can be good for business, too. Wellness programs can support employee well-being, engagement, and productivity while helping create a healthier workplace culture.

Good employee health can be great for the company’s bottom line.

An inheritance can come in many forms, and some may require a little extra thought and planning. Taking time to consider...
09/23/2026

An inheritance can come in many forms, and some may require a little extra thought and planning. Taking time to consider what you’re leaving behind can help make things easier for your loved ones.

This article deals with how one might deal with a burdensome inheritance.

Choosing an executor is an important part of estate planning. It’s not just about picking someone you trust—it’s about c...
09/21/2026

Choosing an executor is an important part of estate planning. It’s not just about picking someone you trust—it’s about choosing someone organized, capable, and prepared for the responsibility. Have you had this conversation?

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Women are building wealth like never before—but unique challenges can make financial planning especially important. 💼💰 E...
09/17/2026

Women are building wealth like never before—but unique challenges can make financial planning especially important. 💼💰 Explore strategies to help women take control of their financial future and make the most of their wealth.

Tips and strategies for women approaching retirement to ensure a smooth transition.

A Roth IRA isn’t just for adults! 👧💰 Kids with earned income may be able to start saving for retirement early—and give t...
09/14/2026

A Roth IRA isn’t just for adults! 👧💰 Kids with earned income may be able to start saving for retirement early—and give their money decades to potentially grow tax-free. Learn how a Roth IRA for kids could help build a strong financial future.

Learn about the benefits and requirements of opening a Roth IRA for kids.

Address

20 Park Plaza Ste 1012
Boston, MA
02116

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Freedom Trail Financial, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Freedom Trail Financial, LLC:

Shortcuts

Share

Category