Richard L. Bartholomew II

Principal, Wealth Advisor
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Areas of Expertise

Estate Planning
Tax Strategies
Life Insurance
Asset Allocation
Retirement Planning

Qualifications & Experience

  • Certified Financial Planner®
  • MBA, Marshall University
  • BBA in Finance, Marshall University
Jacksonville, FL
Atlanta, GA

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Words to Live By

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About

Rick Bartholomew is a seasoned wealth advisor who brings a thoughtful, goals-based approach to financial planning. He works closely with family stewards, individuals navigating transitions, and thriving retirees — helping them align their financial decisions with the life they want to live. Known for his genuine nature and commitment to service, Rick develops personalized strategies that integrate estate planning, tax optimization, insurance, philanthropy, and cash flow management.

With over 25 years of experience in banking and financial advisory, Rick previously served as a Senior Financial Planner at a national consulting firm in Atlanta, where he specialized in crafting customized planning solutions for high-net-worth individuals and families. His ability to distill complexity and provide clear, actionable guidance has made him a trusted advisor to the clients he serves.

Rick earned both his B.B.A. in Finance and M.B.A. from Marshall University and completed the CFP® Certification Professional Education Program through the College for Financial Planning.

He now lives in Ponte Vedra, Florida, with his wife, Tanya, and their son. Outside of work, Rick enjoys music, sports, exploring emerging technologies, and spending quality time with his family. A native of Huntington, West Virginia, Rick even made a cameo in the Warner Bros. film We Are Marshall.