Thomas J. Bartholomew, President, AIF®

    Best-in-State Wealth Advisors1
    Forbes magazine — 2021, 2020, 2019, 2018
     

    Top 1,200 Financial Advisors in America/Top 30 in Massachusetts2
    Barron's magazine, 20142021
     

    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  2021, 2020

    Five Star Wealth Manager 
    Boston magazine — 2021, 2020, 2019, 2018*
     

    Dory Huard, Vice President, RICP®, AIF®

    Five Star Wealth Manager
    Boston magazine — 2021, 2020, 2019, 2018*
     

     

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

    Five Star Wealth Manager
    Boston magazine — 2021, 2020, 2019, 2018*