Worcester, MA (April 13, 2023)  Bartholomew & Company, a provider of financial services in Worcester, Massachusetts, announced that Thomas J. Bartholomew, AIF® has been named to Forbes’ list of Best-in-State Wealth Advisors for 2023. The list is published on forbes.com.

According to Forbes,According to Forbes, a leading financial publication, the ranking is 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. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.”

“It is an honor to be named to Forbes’ list of Best-in-State Wealth Advisors for the sixth consecutive year, said Tom Bartholomew, Bartholomew & Company’s president and CEO. “We are grateful for the trust our clients place in us, and we remain committed to providing the customized guidance and support they need to achieve their 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 Framingham and Chatham, MA, 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.

2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.