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.
“Purpose: how to use your experiences, talents, and passions to better the lives of those around you.”
- Lindsay Peterson
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
2014-2022 Barron's Top 1200 Advisors and 2010, 2012-2013 Barron’s Top 1000 Advisors, created by Barron's. The 2022 award was presented in March 2022 based on data gathered from Sept 2020 to Sept 2021. 6,186 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Prior to 2014, the Barron's Top Financial Advisors List consisted of 1,000 advisors. Click here for most recent award information.
2018-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in February 2022 based on data gathered within 12 months preceding the issue date. 4090 advisors were considered, 513 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
2018-2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2022 award was presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
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:
As a corporate partner of Preservation Worcester, Bartholomew & Company supports its mission to maintain for future generations the sites and structures that are significant to the culture, history, and architecture of the city and to encourage excellence in future design. Bartholomew & Company Sr. Vice President & CIO Alex Bartholomew serves on Preservation Worcester’s Endangered Structures Committee.
Since its opening in 2008, Bartholomew & Company has been a proud supporter of the Hanover Theatre for the Performing Arts, a 2,300-seat theater in Worcester, Massachusetts, that won a National Trust for Historic Preservation Award for its renovation and restoration of the original 1904 building. Today, the historic theater is an internationally recognized performing arts center, contributing to the economic development of downtown Worcester. Bartholomew & Company President and CEO Tom Bartholomew serves on the theater’s board of directors and is a member of the theater’s Franklin Square Society, contributing to its mission to foster a love and appreciation for the performing arts in the audiences of today and tomorrow.
Over the years, Bartholomew & Company has supported the EcoTarium’s mission to inspire a passion for science and nature through its participation in fundraising events and on the museum’s board and committees. The EcoTarium in Worcester, Massachusetts, offers three floors of indoor interactive exhibits, live animal habitats, exciting shows in the digital planetarium, daily Science Discovery programs, hikes through forest and meadow nature trails, outdoor imaginative play, and a train ride around the 45+ acre campus.
The YMCA of Central Massachusetts is devoted to strengthening communities and to developing the spirit, mind, and body of all persons, regardless of means, through activities that represent its core values of caring, honesty, respect, and responsibility. Bartholomew & Company is proud to be a sponsor of the Annual YMCA Golf Classic, raising funds to support its Annual Campaign.
Our long-standing business partnership with Worcester Art Museum helps support the museum’s exhibitions, educational programs, exciting activities, and events that bring thousands of people to this premier cultural institution in New England. In addition, Bartholomew & Company President and CEO Thomas J. Bartholomew serves as a corporator of the museum; he is one of many individuals who serve as stewards of the public trust, ensuring the continuation of the Worcester Art Museum’s mission to collect, preserve, exhibit, and educate.
The Worcester Public Library Foundation was established to enhance the public visibility and to raise public and private funds to ensure the continuing vitality of the Worcester Public Library. Bartholomew & Company has provided support to the Foundation as an annual sponsor of its “A Celebration of Authors” fundraiser.
On the company’s 20th anniversary in 1994, Thomas Bartholomew created the Bartholomew & Company Anniversary Fund at Greater Worcester Community Foundation. The fund actively engages the company’s employees in grantmaking to give back to the community in which they work and live. Greater Worcester Community Foundation is a tax-exempt, public charity dedicated to improving the quality of life in Worcester County. Bartholomew & Company President and CEO Tom Bartholomew currently serves as treasurer on the Foundation’s board of directors. He is also a member of the Foundation’s Executive Committee. Sr. Vice President and CIO Alex Bartholomew currently serves as a corporator, volunteering to further the mission.
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.
Bartholomew & Company has been recognized within the financial industry for its level of service and commitment to client satisfaction.
April 2023 March 2023 February 2023
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Get on track with your goals and work toward your financial future with help from our advisors at your side. Contact us to schedule a complimentary consultation.