Three Bartholomew & Company Advisors Earn FIVE STAR Wealth Manager Award

Press Release


Worcester, MA (March 15, 2024)—Bartholomew & Company, a financial planning and wealth management firm in Worcester, Massachusetts announced that three of its advisors have been named 2024 Five Star Wealth Managers.* 

Wealth advisors Tom Bartholomew, AIF®, Jim Cushman, AIF® and Joshua Paul, CFP®, AIF® received the award in 2024. Tom and Joshua are receiving this award for the eighth consecutive year. Mr. Cushman joined Bartholomew & Company in 2018, and this is his second year receiving the award.

“This award speaks volumes—not only to the caliber of Bartholomew & Company’s practice, but also to the quality of work and personalized attention these advisors put into each client relationship,” said Wayne Bloom, CEO of Commonwealth Financial Network®, Bartholomew & Company’s Registered Investment Adviser–broker/dealer. “Tom, Jim, and Joshua are valued members of Commonwealth, and we are extremely pleased to see them recognized on this scale.”

The Five Star program is the largest and most widely published financial services award program in North America. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 45 major markets.

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.

*2024 Five Star Wealth Manager Award, created by Five Star Professional. Presented in February 2024 based on data gathered within 12 months preceding the issue date. 4,421 advisors were considered, 580 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit https://www.fivestarprofessional.com.