Our Team
Meet our experienced team of financial and wealth advisors who are ready to work with you! Let us work side-by-side with you to help optimize your financial journey—no matter the stage—we have the knowledge, skills, and resources to help!
Private Wealth Management
Government & Institutional Division
Investment Management
Administrative
Finance and Marketing
Our Partner Affiliations
In addition to the advisors operating under Bartholomew & Company, we are proud to partner with the following independent firms and elevate the service they provide to their clients.
By affiliating with Bartholomew & Company, our partner firms can leverage our compliance, investment, financial planning, marketing, and business development capabilities so that they can focus more of their efforts on what matters most—working closely with their clients.
