“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

    Our Community Partners

    Our commitment to creating meaningful partnerships that endure begins with the clients we serve every day and extends to the communities in which we work and live. To us, being a good community partner means doing everything from supporting our fellow local businesses through advertising, sponsorship, and representation on area boards and committees to giving back by hosting toy and food drives, participating in volunteer activities, and making charitable contributions through the Bartholomew Anniversary Fund. These are some of the many community organizations we partner with and support:

    Woman taking down notes at her desk.

    Our Industry Partners

    Our ability to provide you with the kind of holistic guidance and integrated solutions you expect and deserve requires an understanding of your complete financial picture. This is why we collaborate with the various tax, legal, and other professional advisors with whom you work to ensure that the recommendations we make are aligned with your overall objectives. You can also choose to leverage our extensive network of business alliances and centers of influence. We are happy to arrange an introduction or you are welcome to reach out directly.

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