Grounded in Relationships, Driven by Purpose

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.



Our Story

In 1994, with nearly two decades of banking and investment experience under his belt, Thomas Bartholomew founded Bartholomew & Company and established himself as an independent financial advisor. An entrepreneur at heart, he had a singular vision in mind: to provide exceptional and accessible wealth management and financial planning solutions—with unrivaled personalized service.

Today, that vision has blossomed into one of the region’s leading full-service investment management and planning firms, with a team of 30 investment adviser representatives, registered staff, and support staff collectively managing more than $3.5 billion in client assets. And while the knowledge and expertise 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. Relationships that are based on mutual respect and trust, and strengthened by adherence to time-honored investment traditions, and an unfaltering dedication to protecting what you value most. We believe this cornerstone is why our clients entrust us to guide their own financial lives and recommend us to their families and friends for the same reasons.


Our Industry Recognition

Recent Industry Awards


Thomas J. Bartholomew, President, AIF®
Financial Times 400 Top Financial Advisors
Financial Times magazine, 2015–2020*

Thomas J. Bartholomew, President, AIF®
Best-in-State Wealth Advisors

Forbes magazine — 2020, 2019, 2018

Thomas J. Bartholomew, President, AIF®
Top 1,200 Financial Advisors in America/Top 30 in Massachusetts

Barron's magazine, 2014–2020

View Industry Awards Archive

Recent Press Releases


Thomas J. Bartholomew of Bartholomew & Company Honored in Financial Times 400 Top Financial Advisor List for 2020

Thomas Bartholomew of Bartholomew & Company Honored in Barron’s List of America’s Top 1,200 Financial Advisors for 2020

Thomas Bartholomew, Dory Huard, and Joshua Paul of Bartholomew & Company Earn FIVE STAR Wealth Manager Award

Thomas J. Bartholomew of Bartholomew & Company Honored in Forbes’ Best-in-State Wealth Advisors List

View Press Release Archive