Beata Dragovics brings more than two decades of experience guiding professionals in the biotech and pharmaceutical industries, as well as families and women navigating complex financial decisions. As the founder of Freedom Trail Financial, she helps clients align financial independence with their personal values, manage equity compensation, and plan for the evolving responsibilities that come with success.
With a BS in Business Administration from the Budapest Business School in Hungary, Beata was inspired early by her mother’s entrepreneurial spirit and dedication to education. She spent more than ten years at a major brokerage firm, where she deepened her expertise in wealth strategy and client advisory services. She is a CERTIFIED FINANCIAL PLANNER® practitioner and holds a master’s degree in Financial Planning. Beata is an active member of the CFP® Board of Standards, the Financial Planning Association, the Boston Estate Planning Council, and The Boston Club.
Deeply committed to service, Beata serves as a financial coach for the Dana-Farber Cancer Institute Patient Program and sits on the board of Seeding Labs, a nonprofit supporting scientists in developing countries. She lives with her family in Norwell, Massachusetts, and enjoys time on the North River, hiking in the White Mountains, traveling, and supporting local theater.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
