Thomas J. Bartholomew, President, AIF®

    Best-in-State Wealth Advisors
    Forbes magazine — 2018-2022

    2018-2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2022 award was presented in April 2022 based on data gathered from June 2020 to June 2021.  19,640 Advisors were considered, approximately 6,500 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.

    Top 1,200 Financial Advisors in America/Top 30 in Massachusetts
    Barron's magazine, 2014-2022

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

    2014-2022 Barron's Top 1200 Advisors and 2010, 2012-2013 Barron’s Top 1000 Advisors, created by Barron's. The 2022 award was presented in March 2022 based on data gathered from Sept 2020 to Sept 2021. 6,186 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. Prior to 2014, the Barron's Top Financial Advisors List consisted of 1,000 advisors. Click here for most recent award information.

    Financial Times Top 400 Financial Advisers
    Financial Times — 2015-2020

    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 advisor’s future performance. Your experience may vary. Click here for more award information.

    ​Barron's Top 100 Independent Advisors
    Barron's, 2020-2022

    2020-2022 Barron’s Top 100 independent advisors, created by Barron's. The 2022 award was presented in September 2022 based on data gathered from June 2021 to June 2022.  514 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. Click here for most recent award information.

    Five Star Wealth Manager
    Boston Magazine — 2018-2022

    2018-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in February 2022 based on data gathered within 12 months preceding the issue date. 4090 advisors were considered, 513 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 www.fivestarprofessional.com.


    Dory Huard, Vice President, RICP®, AIF®

    Five Star Wealth Manager
    Boston Magazine — 2018-2022

    2018-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in February 2022 based on data gathered within 12 months preceding the issue date. 4090 advisors were considered, 513 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 www.fivestarprofessional.com.


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

    Five Star Wealth Manager
    Boston Magazine — 2018-2022

    2018-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in February 2022 based on data gathered within 12 months preceding the issue date. 4090 advisors were considered, 513 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 www.fivestarprofessional.com.