Worcester, MA (March 15, 2025) — Bartholomew & Company, a financial planning and wealth management firm in Worcester, Massachusetts announced that three of its advisors have been named 2025 Five Star Wealth Managers.*

Bartholomew & Company senior wealth advisors Joshua Paul, CFP®, AIF®, Jim Cushman, AIF®, and Tom Bartholomew, AIF® received the award in 2025. Tom and Joshua are receiving this award for the ninth year. Mr. Cushman joined Bartholomew & Company in 2018, and this is his third year receiving the award.

The Five Star Professional award goes to individuals who satisfy objective criteria associated with providing quality service.

*2025 Five Star Wealth Manager Award, created by Five Star Professional. The 2025 award was presented in March 2025 based on data gathered within 12 months preceding the issue date. 4671 Boston-area wealth managers were considered for the award; 528 (11 % of candidates) were named 2025 Five Star Wealth Managers. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visitwww.fivestarprofessional.com.

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, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.bartandco.com or call 508.753.8807. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.