Worcester, MA (February 22, 2021)—Bartholomew & Company, a financial planning and wealth management firm with headquarters in Worcester, Massachusetts, today announces that four of its advisors have been named 2021 Five Star Wealth Managers* by Boston magazine. Less than 12% of wealth managers in Massachusetts were named to the list, which will be published in the March issue of Boston magazine.
Named to the list from Bartholomew & Company’s Worcester office are Thomas J. Bartholomew, AIF®; Dory Huard, RICP®, AIF®, and Joshua Paul, CFP®, AIF®. Marcia Sullivan, CFP®, from the company’s Bedford, MA office was also named to the list. For more information on each advisor, please visit Bartholomew & Company’s team page at www.bartandco.com/team.
“This award speaks volumes—not only to the caliber of Bartholomew & Company’s practice, but also to the quality of work and personalized attention their advisors put in to their clients,” said Wayne Bloom, CEO of Commonwealth Financial Network®, Bartholomew & Company’s independent broker/dealer-RIA.
The 2021 Five Star program is the largest and most widely published financial services award program in North America. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 40 major markets.
As part of the updated research process for the Five Star Wealth Manager program, firms and peers nominate award candidates. The 2021 Five Star Wealth Managers do not pay a fee to be included in the research or in the final list of Five Star Wealth Managers.
About Bartholomew & Company
Bartholomew & Company has been providing individuals and organizations with financial guidance since 1994. Located at 370 Main Street, Suite 1000, Worcester, MA, with branch offices in Bedford, Chatham, and Framingham, 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.
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 4,069 Boston-area wealth managers were considered for the award. 480 (12% of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.