Four Advisors of Bartholomew & Company Earn FIVE STAR Wealth Manager Award

Press Release



Worcester, MA (March 1, 2023)—Bartholomew & Company, a financial planning and wealth management firm in Worcester, Massachusetts, today announced that four of its advisors have been named 2023 Five Star Wealth Managers.* This recognition can be seen in Boston magazine.

Wealth advisors Tom Bartholomew, AIF®, Jim Cushman, AIF®, Dory Huard, RICP®, AIF®, and Joshua Paul, CFP®, AIF® received the award in 2023. Tom, Dory, and Joshua are receiving this award for the seventh consecutive year. Mr. Cushman joined Bartholomew & Company in 2018, and this is his first year receiving the award.

“This award speaks volumes—not only to the caliber of Bartholomew & Company’s practice, but also to the quality of work and personalized attention these advisors put in to each client relationship,” said Wayne Bloom, CEO of Commonwealth Financial Network®, Bartholomew & Company’s Registered Investment Adviser–broker/dealer. “Tom, Jim, Dory, and Joshua are valued members of Commonwealth, and we are extremely pleased to see them recognized on this scale.”

The 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 45 major markets.

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 01608 and 161 Worcester Road, Suite 402, Framingham, MA 01701, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.bartandco.com or call 508.753.8807.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

*2023 Five Star Wealth Manager Award, created by Five Star Professional. 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 https://www.fivestarprofessional.com/awardwinners/BOSWM

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