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.

Father reading book to son

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.

Savings Plans

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

Tax Advantages

You’ll learn how to contribute funds that grow and can eventually be withdrawn tax and penalty-free.

529 Tuition Plans

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

Financial Aid

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

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.

1.

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.

2.

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.

3.

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.

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.

Investment Options

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

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.

Older couple shaking hands with financial advisor

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®

Top 100 Financial Advisors

Barron’s magazine 2024


Best in State Wealth Advisors
Forbes magazine 2018-2024


Financial Advisors in America/Top 30 in Massachusetts
Barron s magazine, 2014-2024

Barron's Top 100 Independent Advisors
Barron's, 2020-2024


Five Star Wealth Manager
Boston Magazine 2018-2024


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 2018-2024


James W. Cushman, AIF®

Five Star Wealth Manager
Boston Magazine 2023-2024



2024 Barron’s Top 100 Advisors, created by Barron's. Presented in May 2024 for the previous year. 1,160 Advisors were considered, 100 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, visit https://tinyurl.com/4uy89wxt 


2018-2024 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3kkrphcm

2014-2024 Barron's Top 1200 Advisors and 2012-2013 Barron’s Top 1000 Advisors, created by Barron's. Presented in March 2024 based on data gathered from Sept 2022 to Sept 2023. 6,505 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. For more information, visit https://tinyurl.com/3kkrphcm

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. Visit Barron's for most recent award information.


2018-2024 Five Star Wealth Manager Award, created by Five Star Professional. Presented in February 2024 based on data gathered within 12 months preceding the issue date. 4,421 advisors were considered, 580 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 https://www.fivestarprofessional.com