Thomas J. Bartholomew, President, AIF®

Best-in-State Wealth Advisors1
Forbes magazine — 2020, 2019, 2018
 

Top 1,200 Financial Advisors in America/Top 30 in Massachusetts2
Barron's magazine, 20142020
 

Top 1,000 Financial Advisors in America/Top 25 in Massachusetts2
Barron's magazine — 2013, 2012, 2010
 

Financial Times Top 400 Financial Advisers3
Financial Times, 2015–2020
 

Barron's Top 100 Independent Advisors4
Barron's, 2020
 

Five Star Wealth Manager 
Boston magazine — 2020, 2019, 2018*
 

Dory Huard, Vice President, RICP®, AIF®

Five Star Wealth Manager
Boston magazine — 2020, 2019, 2018*
 

 

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

Five Star Wealth Manager
Boston magazine — 2020, 2019, 2018*