Thomas J. Bartholomew Honored for Seventh Consecutive Year
In Forbes’ List of Best-in-State Wealth Advisors

Press Release

Worcester, Massachusetts (April 3, 2024) 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 2024. 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.

“It means so much to me and to Bartholomew & Company to be recognized by Forbes in a way that acknowledges our team’s commitment to providing clients with the quality support and customized guidance they need to realize their individual financial goals,” said Mr. Bartholomew. He emphasized, “Our primary goal is to earn the trust and satisfaction of our clients.”

About Bartholomew & Company

Bartholomew & Company has been providing individuals and organizations with financial guidance since 1994. Located at 370 Main Street, 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.

 

2024 Forbes Best-in-State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/uvaujs2t.