Providing Trusted Financial Advice Since 1994
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.
Who We Serve
Individuals
Experience the confidence that comes from having a personalized plan for managing your financial life.
Governments and Institutions
Put our deep bench of investment advisors to work for your portfolio.
Businesses
Solutions for corporate retirement plans, succession planning, shareholder equity, and more.
Ready for a Consultation?
We’d be happy to review your current situation, learn about your goals, and discuss potential strategies—at no cost to you.
