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COVID-19: The well-being of our staff and community is our top priority.  Here’s the latest information and resources.  

 

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
 

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Individuals


Experience the confidence that comes from having a personalized plan for managing your financial life.
 

​EXPLORE SERVICES​ 

 

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Governments and Institutions


Put our deep bench of investment advisors to work for your portfolio.
 

​HOW WE HELP​ 

 

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Businesses


Solutions for corporate retirement plans, succession planning, shareholder equity, and more.
 

​OUR SOLUTIONS​