Thomas J. Bartholomew, AIF® Honored as Forbes Best-in-State Wealth Advisor for 2021
Worcester, Massachusetts (February 11, 2021)—Bartholomew & Company, a provider of financial services in Worcester, Massachusetts, announced that Thomas J. Bartholomew, AIF® has been named to Forbe’s list of Best-in-State Wealth Advisors for 2021. The list is published on www.forbes.com.
According to Forbes, a leading financial publication, the ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.
“I am pleased to have been named to this prestigious list for the fourth consecutive year—a recognition that, to us, speaks to our firm’s commitment to providing trusted financial advice and professional and exceptional service,” said Mr Bartholomew. “I am grateful for the trust our clients place in us, and we remain committed to providing the guidance and support they need to achieve their unique financial goals.”
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, with branch offices in Bedford, Chatham, and Framingham, MA, Bartholomew & Company’s advisors pride themselves on
crafting unique 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.
The 2021 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, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.
1This recognition and the due–diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are 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.