Recent Industry Awards and Recognitions

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 — 2020, 2019, 2018, 2017, 2016, 2015, 2014

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

Top 200 Wealth Advisors in America3
Forbes magazine - 2016

Financial Times Top 400 Financial Advisers4
Financial Times — 2018, 2017, 2016, 2015

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, Sr. Vice President, CFP®, AIF®

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