Thomas J. Bartholomew Honored in Forbes’ Best-in-State Wealth Advisors List
Worcester, Massachusetts (February 20, 2018)—Bartholomew & Company, a premier financial services firm in Worcester, Massachusetts, today announces that its President, Thomas J. Bartholomew, AIF®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2018. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.
Tom Bartholomew founded Bartholomew & Company in 1994, with more than two decades of experience in the investment and banking industries. Today, Bartholomew & Company’s staff of 24 employees, including investment advisor representatives, registered representatives, registered assistants, and support staff, advises in excess of $1.8 billion dollars in client assets. The firm offers a range of comprehensive planning services paired with a conservative investment philosophy personalized to clients’ near- and long-term financial goals.
Wayne Bloom, CEO of Commonwealth Financial Network®, Bartholomew & Company’s Registered Investment Adviser–broker/dealer, said, “Congratulations to Tom on being recognized by Forbes. He continues to set himself apart from his peers—passionately advocating for his clients and delivering tailored, expert, independent advice. We remain committed to supporting Tom and will continue to provide the leading, client-forward technology and resources Bartholomew & Company’s complex business demands.”
The 2018 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 21,000 advisors were considered, and 2,213 (10.5 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here.
1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.