Worcester, Massachusetts (January 23, 2020)—Bartholomew & Company, a financial planning and wealth management firm in Worcester, Massachusetts, today announces that its President & CEO, Thomas J. Bartholomew, AIF^®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2020. The list was published on Forbes.com, and a condensed listing will be available in the February issue of the magazine.  

Mr. Bartholomew founded Bartholomew & Company in June 1994. Since then the firm has grown to 30 employees and more than $2.6 billion in assets under advisement, serving the planning and investment needs of individuals, businesses, governments, and institutions.

Wayne Bloom, CEO of Commonwealth Financial Network^®, Bartholomew & Company’s Registered Investment Adviser–broker/dealer, said, “Congratulations to Tom on this well-earned recognition by Forbes. Tom is committed to providing expert guidance and essential support to his clients, and we are proud to provide Bartholomew & Company with the business solutions they need to power their practice.”

“I am honored to be recognized by Forbes for the third consecutive year as a Best-in-State Wealth Advisor”, said Mr. Bartholomew.  “I’m grateful to our loyal clients and our dedicated employees and colleagues who support us in continuing Bartholomew & Company’s mission of providing trusted financial advice and professional and exceptional service.”

The 2020 ranking of the Forbes’ Best-in-State Wealth Advisors¹ list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 32,000 advisors were considered, and 4,000 (12.5 percent of candidates) were recognized. The full methodology² that Forbes developed in partnership with SHOOK Research is available here.

¹This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are/will be organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.

²Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.