<strong>Education Funding</strong>

Education Funding

Higher education is expensive but essential for success and long-term financial growth for your children. Help them plan for the future while optimizing your financial strategy to support your child or grandchild’s dreams to learn and prosper.

Support Your Child's Future With a Plan

With higher education costs expected to continue to rise, how much can you realistically save on your children’s behalf, and on what timetable? If you’re a grandparent looking to contribute, how can you maximize the available tax benefits? We can help you explore the necessary strategies.

  • You’ll get professional guidance to help you understand the various investment strategies and tax-efficient options available to help you afford the cost of higher education.

  • You’ll understand all the risks, tax benefits, ownership structures, and contribution limits involved with your education funding as well as how to use academic scholarships.

  • As your trusted financial partner, we’ll help you discover the best timeline and funding solution to pay for tuition, whether through savings, investments, or aid.

Build a Family Legacy With Education Savings Strategies

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Savings Plans

Savings plans enable students and parents to make contributions that can grow and fund college tuition.

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Tax Advantages

You’ll learn how to contribute funds that grow and can eventually be withdrawn tax and penalty-free.

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529 Tuition Plans

Tax benefits make 529 plans appealing for families, but there are risks we can help you understand.

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Financial Aid

Let’s discuss your student’s eligibility and financial aid needs and the programs available to you.

Find The Best Way to Finance College Tuition

There are many factors involved when it comes to funding education, such as preferred risk level, timelines, and investment preferences. You'll discover the most suitable savings plan for your child’s college funds with help from our trusted advisors by your side.

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Investment Options

You’ll get a financial partner to guide you in education savings investments that work for your needs and risk tolerance.

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Education Expenses

You'll learn the ins and outs of your college savings plans and all the costs involved as well as the tax benefits available to you.

Saving for higher education is a process that involves experienced planning and guidance. Rely on the advisors at Bartholomew & Company to help you find the right college financing strategy to continue your family legacy and support your child’s dream to learn.

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Build Your Financial Future Today

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

Industry Awards & Recognitions

Thomas J. Bartholomew, President, AIF®

Best in State Wealth Advisors
Forbes magazine 2018-2023


Financial Times Top 400 Financial Advisers
Financial Times 2015-2020 Top 1,200


Financial Advisors in America/Top 30 in Massachusetts
Barron s magazine, 2014-2023

Barron's Top 100 Independent Advisors
Barron's, 2020-2023


Five Star Wealth Manager
Boston Magazine 2018-2023


Top 1,000 Financial Advisors in America/Top 25 in Massachusetts Barron's magazine 2013, 2012, 2010


Joshua A. Paul, Senior Vice President, CFP®, AIF®

Five Star Wealth Manager
Boston Magazine 2018-2023


James W. Cushman, AIF®

Five Star Wealth Manager
Boston Magazine 2023



2018-2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 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.
2015-2020 Financial Times 400 Top Financial Advisers, Created by Ignites Research. The 2020 award was presented in October 2020 for the past 12 months. 940 Advisors were considered, 400 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Financial Times for more award information.
2014-2023 Barron's Top 1200 Advisors and 2010, 2012, 2013 Barron's Top 1000 Advisors, created by Barron's. Presented in March 2023 based on data gathered from Sept 2021 to Sept 2022. 5,630 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Barron's for most recent award information.
2020-2023 Barron's Top 100 independent advisors, created by Barron's. The 2023 award was presented in September 2023 based on data gathered from June 2022 to June 2023. 476 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visist Barron's for most recent award information.
2018-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in 02/23 based on data gathered within 12 months preceding the issue date. 3,923 Boston-area advisors were considered, 578 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 Five Star Professional.