Worcester, MA (April 22, 2025) Bartholomew & Company a provider of financial services in Worcester, Massachusetts, announced that President & CEO, Thomas J. Bartholomew, AIF® has been named to Forbes’ list of Best-in-State Wealth Advisors for 2025. This is Mr. Bartholomew’s 8th consecutive year receiving the award. The list is published on forbes.com. 

According to Forbes, a prominent financial publication, the annual ranking reflects “advisors that are leading the way in offering best practices and providing a high-quality experience for clients.” List makers are determined based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. For the full award methodology, please visit forbes.com.

“Being named to this distinguished list is a meaningful recognition of the strong relationships we’ve built with our clients and the care we put into every financial plan,” said Mr. Bartholomew. “We’re honored by the trust our clients place in us, and we remain fully committed to helping each one navigate their unique financial journey with confidence and clarity.”

About Bartholomew & Company

Bartholomew & Company has been providing individuals and organizations with financial guidance since 1994. Located at 370 Main Street, Suite 1000, Worcester, MA 01608 and 161 Worcester Road, Suite 402, Framingham, MA 01701, Bartholomew & Company’s advisors pride themselves on crafting customized strategies for each client. For more information, please visit www.bartandco.com. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

2025 Forbes Best-in-State Wealth Advisors, created by SHOOK Research. Presented in April 2025 based on data gathered from June 2023 to June 2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3cyp2d47