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Welcome to Financial Confidence

Whatever journey you're on, we're ready to work alongside you to help you meet your goals and enjoy life.

Providing Trusted Financial Advice
Since 1994

Rely on experienced advisors working in consult with you to help serve your financial needs—now and in the future.

Whether you’re an individual, family, or business owner, or you represent a community or institution, our approach to helping you achieve your goals starts with the same foundation: the strong personal connections we make with you.

Individuals

Individuals

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Governments & Instituations

Governments & Instituations

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Businesses

Businesses

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Creating Financial Plans That Adapt as Life Changes

Meet your financial goals with resources, experience and guidance from Bartholomew & Company.

Who you are, where you are in your life, and what your vision is for the future are all unique to you. So we start by listening to get to know as much about your goals, interests, and values as we can.

Investment Management

You’ll get experienced advice and help with where, when, and how to invest your wealth. Let us help you diversify your portfolio and assets.

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Retirement Planning

Learn how to accumulate your wealth and enjoy it later on with help from our advisors. We’ll guide you toward optimizing your comfortable retirement.

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Tax Planning

Let us collaborate with your tax professional to help reduce liability for all your personal, investment, and business decisions. As your income changes, we’ll review your plan.

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Education Funding

If you’re a parent looking to contribute to your child’s education, how can you maximize the available tax benefits? We can help you navigate these needs.

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Estate Planning

Our estate planning strategies can help you protect your legacy, family and more and ensure that your financial decisions are respected in any event.

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Insurance Planning

Remain confident that your health, your assets, your business, and your family’s plans for the future are protected. Let us provide complete insurance planning.

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Why Bartholomew & Company?
Your Trusted Financial Partner

We create financial plans and solutions that meet your needs where they are, adapt to them, and advance your path toward financial confidence.


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Customized Plans

Our financial plans are created to help serve your life goals. You’ll get consultative, flexible guidance.

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Proactive Approach

We’ll explore all the options available to you and decide together what makes sense.

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Institutional-Quality Opportunities

You get access to a range of investment opportunities typically available to institutional investors.

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Investment Experience

The investment recommendations we make are based on a rigorous evaluation process.

“Purpose: how to use your experiences, talents, and passions to better the lives of those around you.”

- Lindsay Peterson

Grounded in Relationships,
Driven by Purpose

Bartholomew & Company is a full-service investment management and planning firm with a team of 30 investment adviser representatives, registered staff, and support staff collectively advising more than $4 billion in client assets*. And while the knowledge and experience we’ve amassed over more than a quarter-century distinguish us, what truly defines us is the quality relationships we establish with every client we serve. This cornerstone is why our clients entrust us to guide their financial lives and recommend us to their families and friends for the same reasons.

*As of December 31, 2023

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Build Your Financial Future Today

Get on track with your goals and work toward your financial future with help from our advisors at your side. Contact us to schedule a complimentary consultation.

Industry Awards & Recognitions

Thomas J. Bartholomew, President, AIF®

Best in State Wealth Advisors
Forbes magazine 2018-2023


Financial Times Top 400 Financial Advisers
Financial Times 2015-2020 Top 1,200


Financial Advisors in America/Top 30 in Massachusetts
Barron s magazine, 2014-2023

Barron's Top 100 Independent Advisors
Barron's, 2020-2023


Five Star Wealth Manager
Boston Magazine 2018-2023


Top 1,000 Financial Advisors in America/Top 25 in Massachusetts Barron's magazine 2013, 2012, 2010


Joshua A. Paul, Senior Vice President, CFP®, AIF®

Five Star Wealth Manager
Boston Magazine 2018-2023


James W. Cushman, AIF®

Five Star Wealth Manager
Boston Magazine 2023



2018-2023 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.
2015-2020 Financial Times 400 Top Financial Advisers, Created by Ignites Research. The 2020 award was presented in October 2020 for the past 12 months. 940 Advisors were considered, 400 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Financial Times for more award information.
2014-2023 Barron's Top 1200 Advisors and 2010, 2012, 2013 Barron's Top 1000 Advisors, created by Barron's. Presented in March 2023 based on data gathered from Sept 2021 to Sept 2022. 5,630 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Barron's for most recent award information.
2020-2023 Barron's Top 100 independent advisors, created by Barron's. The 2023 award was presented in September 2023 based on data gathered from June 2022 to June 2023. 476 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Barron's for most recent award information.
2018-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in 02/23 based on data gathered within 12 months preceding the issue date. 3,923 Boston-area advisors were considered, 578 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 Five Star Professional.