Retirement Planning

Plan ahead with help from our team of retirement advisors who will help you grow and protect your wealth, so you can live comfortably and maximize retirement.

Create a Comfortable Future & Retire With Confidence

Saving for retirement is essential for everyone—whether you’re close to exiting the workforce or have only recently joined it. We’re specialists in building customized strategies to generate income for retirement.

  • We’ll help you determine your long-term goals for transitioning into retirement and create a plan to achieve them with the proper lifestyle and wealth choices.

  • You'll get an integrated plan with custom solutions to help you maximize Social Security benefits, tax breaks, and more.

  • At any stage of life, you'll get guidance on enhancing wealth opportunities and assets to plan for all of your retirement expenses.

Integrated Retirement Planning That Accounts For Your Needs

From paying down debt to funding retirement, we help guide you through a vast maze of financial choices that can affect your retirement. You’ll get an integrated and customized plan that accounts for everything to help protect your wealth and make sure you feel comfortable when you finally do decide to retire.

Income Planning

We’ll look at your spending and help guide you toward proper wealth management to maximize funds.

Estate Planning

Make sure every part of your estate is in order so you can pass on your legacy and enjoy it too.

Tax Planning

Let’s look at any benefits, Social Security, or tax breaks that could benefit your retirement.

Long-Term Costs

Getting older means more long-term care costs that increase. We’ll help you plan for these.

Envision & Achieve Your Optimal Retirement

No matter who you are or where you are in life, Bartholomew & Company will help you plan for your retirement because it’s never a bad time to start thinking about your financial future.

Individuals & Families

No matter what your age, it’s never too early or too late to start planning ahead.

Owners & Retirees

Whether you own a business or are already reaching retirement, we can help.

We’re ready to look at your financial circumstances, discuss your future goals and create a plan to help maximize your wealth so that you can enjoy retirement with financial confidence at any age.


Build Your Financial Future Today

Get on track with your goals and work toward your financial future with help from our advisors at your side. Contact us to schedule a complimentary consultation.

Industry Awards & Recognitions

Thomas J. Bartholomew, President, AIF®

Top 100 Financial Advisors

Barron’s magazine 2024


Best in State Wealth Advisors
Forbes magazine 2018-2024


Financial Advisors in America/Top 30 in Massachusetts
Barron s magazine, 2014-2024

Barron's Top 100 Independent Advisors
Barron's, 2020-2024


Five Star Wealth Manager
Boston Magazine 2018-2024


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


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

Five Star Wealth Manager
Boston Magazine 2018-2024


James W. Cushman, AIF®

Five Star Wealth Manager
Boston Magazine 2023-2024



2024 Barron’s Top 100 Advisors, created by Barron's. Presented in May 2024 for the previous year. 1,160 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. For more information, visit https://tinyurl.com/4uy89wxt 


2018-2024 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3kkrphcm

2014-2024 Barron's Top 1200 Advisors and 2012-2013 Barron’s Top 1000 Advisors, created by Barron's. Presented in March 2024 based on data gathered from Sept 2022 to Sept 2023. 6,505 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. For more information, visit https://tinyurl.com/3kkrphcm

2020-2023 Barron's Top 100 independent advisors, created by Barron's. The 2023 award was presented in September 2023 based on data gathered from June 2022 to June 2023. 476 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Barron's for most recent award information.


2018-2024 Five Star Wealth Manager Award, created by Five Star Professional. Presented in February 2024 based on data gathered within 12 months preceding the issue date. 4,421 advisors were considered, 580 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