Worcester, MA (April 18, 2019)—Bartholomew & Company, a financial planning and wealth management firm in Worcester, Massachusetts, today announces that its President, Thomas J. Bartholomew, AIF®, has been named to the Financial Times Top 400 Financial Advisers list for 2019, making it the fifth consecutive year he has received this award. This marks the seventh year the Financial Times, one of the world’s leading global business news organizations, has recognized elite financial advisors at national, independent, and regional broker/dealers on its annual list. The list was published in a special section of the newspaper’s U.S. edition on Thursday, April 18, as well as on ft.com.
“Congratulations to Tom for being recognized in this distinguished list published by the Financial Times,” said Wayne Bloom, CEO of Commonwealth Financial Network®, Bartholomew & Company’s Registered Investment Adviser–broker/dealer. “Tom and his team demonstrate a commitment to providing clients with the personalized service and expert guidance needed to build a sound financial plan that aligns with their goals. We are proud to support Bartholomew & Company and applaud them on this significant achievement.”
Tom Bartholomew founded Bartholomew & Company in 1994, with more than two decades of experience in the investment and banking industries. Now in its 25th year, Bartholomew & Company’s staff of 29 employees, including investment advisor representatives, certified financial planners, registered assistants and support staff, advises over $2 billion in client assets with offices in Worcester, Chatham, and Bedford, MA.
The Financial Times 400 is based on each advisor’s performance in several primary areas, including assets under management, asset growth, compliance record, experience, credentials, and accessibility. Approximately 960 applicants were considered, and 400 (41.6 percent of candidates) were recognized. For the full methodology* please visit ft.com.