Bartholomew and Company, Inc. Email Format
Financial ServicesMassachusetts, United States11-50 Employees
Bartholomew & Company, Inc. is a mid-sized financial services firm that concentrates on independent wealth management and institutional investment advisory services. Based in Worcester, Massachusetts, the firm was founded in 1994 by Thomas J. Bartholomew to provide client-focused financial guidance. Its client base spans the United States, including individuals seeking comprehensive planning and institutions requiring investment advisory services. Securities and advisory services are offered through Commonwealth Financial Network, a Registered Investment Adviser. In June 2026, the firm announced a leadership transition with Alex Bartholomew named Chief Executive Officer.