“Coming together is a beginning; keep together is progress; working together is success.”"

    - Henry Ford

    Where Passion & Vision Converge

    Exceptional caliber wealth management and financial planning solutions, and a level of personalized service that’s second to none. It’s a vision we’re as passionate about today as when we first opened our doors in 1994. And we help bring it to life by partnering with advisors and entrepreneurs like you—professionals who share our passion for excellence and our uncompromising commitment to doing well by the people we serve.

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    Advisor Opportunities

    We recognize that our clients entrust us with their financial lives, and we try to honor that trust by being selective when it comes to the advisors who affiliate with us. We offer freedom and flexibility to build the kind of practice you choose, backed by full-service financial planning and wealth management capabilities, comprehensive support, and a best-place-to-work culture. It’s all part of an approach that positions you—and our clients—to thrive.

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    Business Transition Opportunities

    Choosing the right transition partner or successor may be one of the most important decisions you make as you strive to create enduring value for your business and your legacy. Whether you’re considering a full or partial sale of your business, or you’re preparing to retire from it, together we can create a strategic continuity plan to help you feel confident as you move into the next phase of your career and your life.

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    Affiliation Opportunities

    Gain access to our entire suite of tools, resources, and support, as well as the specialized knowledge of an expansive network of professionals—all while maintaining your independence. With Bartholomew & Company as your OSJ, you can enjoy the flexibility of operating as either a fee or dually registered business. Look to us to help you manage your compliance and risk management responsibilities, and leverage our scale and infrastructure to help you drive growth in your business.

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    Our RIA–Broker/Dealer

    Commonwealth Financial Network® is the registered investment adviser–broker/dealer we partner with to process the transactions we make on your behalf—and to help us help you pursue your goals. We’re proud to affiliate with Commonwealth based on its client-first service model, which mirrors our own, and the fact that, like us, the firm is independently owned and operated. Learn how this combination adds up to some significant benefits for you.

    Discover Commonwealth