Worcester, Massachusetts ̶ (June 25, 2019) Bartholomew & Company, a financial planning and wealth management firm, with offices in Worcester, Chatham, and Bedford, Massachusetts, announces the acquisition of former Auburn financial planning firm, Newton Financial.
Newton Financial owner, Ronald E. Newton, will work with Bartholomew & Company as a consultant to ensure a smooth transition to Bartholomew for his former clients. In addition, Newton Financial employees, Sunshine Marsh and Sharon Naughton, have joined the Bartholomew & Company team. Bartholomew & Company will retain office space at 319 Southbridge Street, Auburn, MA for the convenience of its clients, as well as its offices in Worcester, Chatham, and Bedford, MA.
Bartholomew & Company President & CEO, Thomas J. Bartholomew said of the acquisition, “We are pleased to be able to offer a full-range of financial planning and wealth management services to all of our clients. We congratulate Ron on a lifetime of dedicated service in the financial planning field, and we appreciate his and his staff’s commitment to making a seamless transition for his clients to Bartholomew & Company.”
About Bartholomew & Company
Established in June 1994, Bartholomew & Company’s assets under advisement reached the $2 billion mark earlier this year and have since grown to over $2.39 billion. Bartholomew & Company has been providing individuals, governments and institutions with financial guidance since 1994. Located at 370 Main Street, Worcester, MA; 75 Hitching Post Road, Chatham, MA; 200 Great Road, Bedford, MA; and now 319 Southbridge Street, Auburn, MA, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.bartandco.com. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.