FORBES BEST-IN-STATE WEALTH ADVISORS

Whether you're an individual, family, or business owner, or you represent a community or institution, our approach to helping you achieve your goals starts with the same foundation: the strong personal connections we make with you... Bartholomew & Company is a full-service investment management and planning firm with a team of 34 investment adviser representatives, registered staff, and support staff collectively advising more than $5 billion in client assets*. And while the knowledge and experience we've amassed over more than 30 years distinguish us, what truly defines us is the quality relationships we establish with every client we serve. This cornerstone is why our clients entrust us to guide their financial lives and recommend us to their families and friends for the same reasons... We create financial plans and solutions that meet your needs where they are, adapt to them, and advance your path toward financial confidence.

Primary location: Worcester United States