Secure Your Financial Future 

Professional Planning & Tailored Strategies

At Bartholomew & Company, we offer comprehensive financial planning services designed to secure your financial future. Our team of knowledgeable professionals are dedicated to providing personalized strategies that align with your goals, whether you're planning for retirement, managing wealth, or seeking investment advice.

An Approach
Tailored To You

Investment Management

Our mission: to protect what you have and follow a prudent, disciplined approach to maximize returns and minimize risk. Count on us to provide you with the full range of investment opportunities. 

Retirement Planning

Saving for retirement is essential for everyone—whether you’re close to exiting the workforce or have only recently joined it. We’re specialists in building customized strategies to help you accumulate assets from which to live.

Tax Planning

Let us collaborate with your tax professional to help minimize the liability for all your personal, investment, and business decisions. As your income and circumstances change, we’ll review and alter the plan, as necessary.

Education Planning

With higher education costs expected to continue to rise, how much can you realistically save for college for your children? We can help you navigate the best tuition financing plan.

Estate Plan Analysis

Our estate plan analysis strategies can help protect your legacy and ensure that your wealth transfers to heirs are in keeping with your wishes, with maximum benefit and minimal tax liability.

Insurance Planning

Count on us for recommendations on insurance and other strategies so you can remain confident that your health, your assets, your business, and your family’s plans for the future are protected.

Build Your Financial Future Today

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.

Our Process

1

Schedule A Free Consultation

We meet to discuss what services you are looking for, etc.

2

Information Gathering

We request additional information regarding your assets and goals.

3


Execution

We put together a plan based on your goals and discuss how to achieve those.

4

Proactive Account Management

We manage your investments on an ongoing basis with an eye toward minimizing your tax liability.

Frequently Asked Questions

Learn more about how Bartholomew & Company can help you or your family.

  • A financial planner is your personal finance strategist, dedicated to helping you navigate the complexities of managing your wealth. They conduct a thorough analysis of your financial status, understand your aspirations, and devise a customized plan to realize your financial dreams. This comprehensive approach covers investment management, retirement planning, tax planning, estate planning, and more. Our goal is to secure your financial well-being, empowering you to achieve both your immediate and future ambitions.

  • Investing in financial planning services varies, reflecting the depth of service, the planner's expertise, and the intricacy of your financial landscape. We offer a transparent pricing model that includes flat fees, hourly rates, or asset-based charges, ensuring our services are accessible and aligned with your financial goals. Initial consultations aim to outline a fee structure that suits your budget and investment in your financial future.

  • At Bartholomew & Company, we believe financial planning is for everyone. There are no prerequisites to starting your journey towards financial clarity and security. We welcome you to come as you are, with your financial goals and documents in hand, so we can best understand your situation and craft a strategy that reflects your unique circumstances and goals.

  • Your financial aspirations are unique, and our services are designed to mirror that uniqueness. Whether you're aiming for retirement, purchasing a home, funding an education, or managing debts, we create a personalized plan that integrates investment advice, savings strategies, risk management, and tax planning. Our comprehensive planning ensures every financial decision you make is a step towards realizing your specific goals.

  • The rhythm of our meetings and communications is tailored to your preferences and the needs of your financial journey. Whether you favor monthly check-ins, quarterly reviews, or an annual deep dive, we adapt to your schedule. Life's milestones and economic changes might necessitate additional meetings, ensuring your financial plan remains robust and responsive. Establishing a cadence that keeps you informed and comfortable with your financial path is our priority.

Build Your Financial Future Today

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.