The Long View, Applied

We think in generations so you can make every financial decision in the context of what comes next.

Our focus never wavers.

We think about the future of our clients. We think about the future of our communities. The two have been connected for us since 1994.

– Thomas J. Bartholomew, Founder & Chairman

Individuals & Families

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Businesses

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Governments

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Institutions

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In Their Own Words

After good health, there is no greater gift we could have been given than our financial security.

This statement is a testimonial by a client of the financial professional as of 3/13/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

I cannot recommend Bartholomew and Company highly enough. From our very first conversation, their team demonstrated professionalism, deep industry knowledge, and a genuine commitment to understanding the Town's needs.

This statement is a testimonial by a client of the financial professional as of 3/12/26. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

We have been working with Bartholomew & Company for over 17 years and have been very satisfied with their work. We value Tom's expertise and truly enjoy our relationship with him.

This statement is a testimonial by a client of the financial professional as of 3/14/26. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

What I appreciate most is their responsiveness and willingness to take the time to explain investment options in a clear and straightforward way. They make it easy to feel confident that public funds are being managed safely and responsibly while still working to maximize returns.

This statement is a testimonial by a client of the financial professional as of 2/27/26. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Nationally Recognized

Our award-winning team brings decades of experience and a single focus: opening more possibilities for the clients we serve.

Best-in-State Wealth Advisor - 2018-2026

2018-2026 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. The 2026 award was presented in April 2026 based on data gathered from June 2024 to June 2025. Not indicative of advisor’s future performance. Your experience may vary.

Top 100 Financial Advisors - 2012-2026

2026 Barron’s Top 100 Advisors, created by Barron's. Presented in May 2026 based on 12/31/2025 data. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

Top 1,500 Financial Advisors - 2012-2026

2026 Barron’s Top 1500 Advisors, created by Barron’s. The 2026 award was presented on 3/20/2026 based on data as of 09/30/2025. Not indicative of advisor’s future performance. Your experience may vary.

Top 100 Independent Advisors - 2020-2025

2020-2025 Barron's Top 100 Independent Advisors, created by Barron's. The 2025 award was presented in Sept. 2025 based on data gathered from June 2024 to June 2025. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary.

Fastest Growing Private Companies - 2026

2026 Inc. 5000 Fastest Growing Private Companies, created by Inc. This award is based on percentage of revenue growth from 2022-2025 and is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the Advisor. Advisors pay to be considered for this award.

FIVE STAR Wealth Manager 2018-2026

2018-2026 FIVE STAR Wealth Manager Award, created by FIVE STAR Professional. The 2026 award was presented in March 2026 based on data gathered within 12 months preceding the issue date. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

Best Places to Work - 2018-2019

2018-2019 InvestmentNews Best Places to Work for Financial Advisers, created by InvestmentNews. This award is based on company leadership, corporate communications, training and development, pay and benefits, and overall employee engagement. This award does not imply an endorsement, recommendation, or reflect the performance of the advisor.

Best of Business - 2026

2026 Best of Business winner in the category of Financial Planning/Investment Services Firm in Central Massachusetts, created by Worcester Business Journal. This award is based on public voting and is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor.

Power 100 - 2025-2026

2025 Power 100 List, created by Worcester Business Journal. This list is based on leveraging power to have outsize influence on the region and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor.

40 Under Forty - 2020, 2026

2020, 2026 WBJ 40 under Forty Award, created by the Worcester Business Journal. This award recognizes young professionals in the Worcester area for their leadership and contributions to the community. It is not specific to financial services and does not imply endorsement, recommendation, or reflect the performance of the advisor.

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