Thomas J. Bartholomew Honored in the FT List of 400 Top Financial Advisers
Worcester, Massachusetts (March 22, 2018)—Bartholomew & Company, a premier financial services firm in Worcester, Massachusetts, today announces that its President, Thomas J. Bartholomew, AIF®, has been named to the Financial Times 400 Top Financial Advisers list for 2018. This marks the sixth year the Financial Times, one of the world’s leading global business news organizations, has recognized elite financial advisors at national, independent, and regional broker/dealers on its annual list. Mr. Bartholomew has been included on this annual list since 2015. The list was published in a special section of the newspaper’s U.S. edition on Thursday, March 22, as well as on ft.com.
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 named to this prominent list. Tom puts his clients’ needs first and foremost, and his objective, tailored approach to financial planning is respected by the industry. We maintain our commitment to providing the infrastructure and support Bartholomew & Company’s needs to run its businesses and stay client-centric.”
The Financial Times 400 is based on each advisor’s performance in several primary areas, including assets under management, asset growth, compliance record, experience, credentials, and accessibility. Approximately 880 applicants were considered, and 400 (45.4 percent of candidates) were recognized. For the full methodology,* please visit ft.com.