Bartholomew & Company Email Format
Financial ServicesMassachusetts, United States11-50 Employees
Bartholomew & Company provides independent, personalized financial planning and investment guidance. It aims to help clients navigate decisions across every phase of life with strategies tailored to individual needs. Securities and advisory services are offered through Commonwealth Financial Network, a FINRA/SIPC-member Registered Investment Adviser, situating the firm within a broader broker-dealer and advisory network. Headquartered in Worcester, Massachusetts, the firm operates as an independent wealth manager and institutional investment adviser serving clients across the United States. In June 2026, Bartholomew & Company announced a leadership transition with Alex Bartholomew named chief executive officer. Several of its advisors were recognized with the Five Star Wealth Manager award in 2026, reflecting industry acknowledgment of the team.