Freedom Trail Financial, LLC Email Format

Investment ManagementMassachusetts, United States2-10 Employees

Freedom Trail Financial, LLC operates in the investment management industry, offering clients a range of services centered on financial planning, investment management, retirement planning, executive compensation and stock option planning, and estate planning. The firm emphasizes a personalized approach that aligns with individual and family values, using a disciplined investment methodology and knowledge of market and economic trends to support both financial security and the emotional aspects of financial decision-making. Its target clients include biopharma and life sciences professionals, women executives, individuals, and families in the Boston metro area seeking independent, boutique wealth management services. Based in Chesterfield, Massachusetts, Freedom Trail Financial positions itself as a local, independent firm focused on comprehensive planning and portfolio oversight, with services provided through a Registered Investment Adviser framework. The company operates from a small team and maintains a separate but related relationship with Farther Finance Advisors for securities and advisory services.

Sign up for free to view info

Company overview Employee directory