Bartholomew & Company, Inc. | Financial Planning

    Providing Trusted Financial Advice Since 1994

    Rely on experienced advisors working in consult with you to help serve your financial needs—now and in the future.

    Whether you’re an individual, family, or business owner, or you represent a community or institution, our approach to helping you achieve your goals starts with the same foundation: the strong personal connections we make with you.

    Creating Financial Plans That Adapt as Life Changes

    Meet your financial goals with resources, experience and guidance from Bartholomew & Company.

    Who you are, where you are in your life, and what your vision is for the future are all unique to you. So we start by listening to get to know as much about your goals, interests, and values as we can.

    Investment Management

    You’ll get experienced advice and help with where, when, and how to invest your wealth. Let us help you diversify your portfolio and assets.


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    Retirement Planning

    Learn how to accumulate your wealth and enjoy it later on with help from our advisors. We’ll guide you toward optimizing your comfortable retirement.


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    Tax Planning

    Let us collaborate with your tax professional to help reduce liability for all your personal, investment, and business decisions. As your income changes, we’ll review your plan.


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    Education Funding

    If you’re a parent looking to contribute to your child’s education, how can you maximize the available tax benefits? We can help you navigate these needs.


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    Estate Planning

    Our estate planning strategies can help you protect your legacy, family and more and ensure that your financial decisions are respected in any event.


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    Insurance Planning

    Remain confident that your health, your assets, your business, and your family’s plans for the future are protected. Let us provide complete insurance planning.


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    Why Bartholomew & Company?
    Your Trusted Financial Partner

    We create financial plans and solutions that meet your needs where they are, adapt to them, and advance your path toward financial confidence.


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    Customized Plans

    Our financial plans are created to help serve your life goals. You’ll get consultative, flexible guidance.

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    Proactive Approach

    We’ll explore all the options available to you and decide together what makes sense.

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    Institutional-Quality Opportunities

    You get access to a range of investment opportunities typically available to institutional investors.

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    Investment Experience

    The investment recommendations we make are based on a rigorous evaluation process.

    “Purpose: how to use your experiences, talents, and passions to better the lives of those around you.”

    - Lindsay Peterson

    Grounded in Relationships,
    Driven by Purpose

    Bartholomew & Company is a full-service investment management and planning firm with a team of 30 investment adviser representatives, registered staff, and support staff collectively advising more than $4 billion in client assets*. And while the knowledge and experience we’ve amassed over more than a quarter-century distinguish us, what truly defines us is the quality relationships we establish with every client we serve. This cornerstone is why our clients entrust us to guide their financial lives and recommend us to their families and friends for the same reasons.

    *As of January 31, 2023