Advisor at Freedom Trail Financial
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Firm
Freedom Trail Financial
Location
Boston, MA 02116
Credentials
CFP®, Series 66
Industry experience
23 years
Beata Dragovics is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Farther since 2026. She previously worked at Freedom Trail Financial, LLC and Commonwealth Financial Network, each for 13 years. Dragovics is the sole owner of Freedom Trail Financial, an entity that operates securities, advisory, and insurance businesses. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.
Based on Freedom Trail Financial
Fixed fees based on estimated hours and complexity, payable in advance
Commissions earned by Advisory Representatives when implementing plans through Commonwealth Financial Network; Trail commissions (12b-1 fees) also received
Up to $300 per hour, payable in advance
Fee-only: Hourly fee up to $300 per hour; Fixed fees based on estimated hours and complexity; Retainer fees ranging from $1,000 to over $5,000 depending on complexity
20 Park Plaza, Suite 1012
Boston, MA 02116
Massachusetts · Texas
Farther
2026 - Present (1 year)
Freedom Trail Financial, LLC
2013 - Present (13 years)
Commonwealth Financial Network
2013 - 2026 (13 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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