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    The Worcester office of Bartholomew & Company is currently working remotely, due to a power outage in our building at 370 Main Street. We do not expect any interruption of service to our clients; however, if you have any questions or concerns, please do not hesitate to contact us at 508.753.8807 or 800.440.8807 or via email at [email protected]. We will keep you updated regarding our return to the office.  Thank you for your patience and understanding.

     

     

    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​