What makes your financial approach unique?

We provide independent, fee-only financial planning, ensuring every recommendation is in your best interest. Every client gets a highly personalized approach, focused on long-term strategies tailored to your specific needs and lifestyle in Naples.

Can you help with tax and estate planning?

Yes. We help clients navigate estate and wealth transfer strategies, ensuring their financial plans align with long-term goals and minimize tax implications. While we collaborates with tax and legal professionals, we also work to provide strategic planning tailored to your needs.

Do you only work with clients in Naples?

No. We can work with clients in multiple states through virtual and in-person meetings. While we have a strong local presence in Naples, our flexible planning approach allows us to work with clients wherever they are.

Get to know

Barker Howard, III

FPQP™

Read Barker's biography.

Barker assists the financial planners in all areas of the financial planning process. His responsibilities consist of attending client meetings, gathering, and organizing client data, creating reports, and conducting financial analyses.

Barker graduated from the University of Mississippi in 2016 with a degree in Business Management and joined the William Howard & Co. team in June of 2017. He received his Financial Paraplanner Qualified Professional™ (FPQP™) designation in 2022 and is currently working on his CERTIFIED FINANCIAL PLANNER™ certification.

When not in the office, Barker enjoys spending time with family and friends, watching Ole Miss sports, attending concerts, playing golf, and playing guitar. He and his wife Genna have a three-year-old golden retriever named Bunker.

A man with a beard is wearing a suit and smiling for the camera.

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Get to know what makes us unique.

Barker supports our financial planners in all areas of the planning process, from organizing client data to preparing reports and conducting in-depth financial analyses. A graduate of the University of Mississippi with a degree in Business Management, he joined William Howard & Co. in 2017. He earned his FPQP™ designation in 2022 and is currently pursuing his CFP® certification to deepen his expertise and better serve clients.

Comprehensive Financial Solutions

Your goals are our priority.

Barker approaches every client interaction with care, curiosity, and a commitment to clarity. Whether he’s preparing behind-the-scenes reports or joining client meetings, he focuses on building trust and making complex financial information easier to understand. His approachable style, strong work ethic, and attention to detail help clients feel confident and supported throughout the planning process.

Retirement planning for long-term security.

Investment strategies tailored to your goals.

Tax optimization to maximize wealth.

Divorce financial guidance for transitions.

Insurance solutions to protect your assets.

Get in touch.

Get the clarity you deserve.

What makes your financial approach unique?
We provide independent, fee-only financial planning, ensuring every recommendation is in your best interest. Every client gets a highly personalized approach, focused on long-term strategies tailored to your specific needs and lifestyle in Naples.
Can you help with tax and estate planning?
Yes. We help clients navigate estate and wealth transfer strategies, ensuring their financial plans align with long-term goals and minimize tax implications. While we collaborates with tax and legal professionals, we also work to provide strategic planning tailored to your needs.
Do you only work with clients in Naples?
No. We can work with clients in multiple states through virtual and in-person meetings. While we have a strong local presence in Naples, our flexible planning approach allows us to work with clients wherever they are.