For a quarter century, individuals and families have turned to Bartholomew & Company for financial planning and investment advice to keep them on track at every stage of their lives. We invite you to learn how working side-by-side with our team can do the same for you. Whatever journey you’re on.
Experience the confidence that comes from having a personalized plan for managing your financial life.
Put our deep bench of investment advisors to work for your portfolio.
Solutions for corporate retirement plans, succession planning, shareholder equity, and more.