As independent advisors, we are not affiliated with or compensated by any bank, brokerage firm, money manager, large Wall Street firm or investment service.

Committed to lasting client partnerships, we're driven by passion and dedication to delivering exceptional service. Our adherence to the fiduciary duty is reflected in our daily actions, ensuring our clients' best interests remain at the forefront of all we do.

With a collective career experience spanning over 100 years, our team offers recommendations grounded in extensive knowledge and real-world experience. Clients can rely on our seasoned expertise to navigate their financial journey with confidence and insight.

Get to know

Brian D. Barthol

CFP®

Read Brian's biography.

Brian joined William Howard in 1997 as a Financial Planning Intern and became a full-time member of the firm in 2000. His job duties include financial planning analysis and advice, performance reporting, portfolio monitoring, securities trading, financial market analysis, and client meeting preparation. In addition to these duties, he provides research and content creation for the William Howard quarterly investment newsletter. He also manages the company website, and he assists with all client service areas.

Brian received his undergraduate and graduate degrees from the University of Memphis. He is a CERTIFIED FINANCIAL PLANNER™ professional and a current member of the Financial Planning Association of Greater Memphis.

Brian is a proud supporter of the University of Memphis Tigers. He enjoys working in the yard, home improvement projects, cooking for family, time at the lake with friends, and visits to the Great Smoky National Park.

A man in a suit and glasses is smiling for the camera.

Dedicated Financial Analysis

Bringing clarity to financial decisions.

Brian D. Barthol, CFP®, has been a vital part of William Howard & Co. since 1997. With a strong educational foundation from the University of Memphis, Brian specializes in financial planning analysis, performance reporting, portfolio monitoring, securities trading, and financial market analysis. His meticulous approach ensures clients receive accurate and insightful financial guidance, tailored to their unique goals.

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how we work

Our services are focused on you.

William Howard & Co. offers a broad spectrum of services designed to address the diverse financial needs of clients in Memphis and beyond. By understanding each client's unique circumstances, we craft strategies that promote financial health and growth. Whether you're planning for retirement, managing investments, or seeking guidance on estate planning, our expertise ensures that your financial plan is both robust and tailored to your objectives.

Customized wealth management strategies.

Guidance for business owners and executives.

Estate planning to secure your legacy.

Tax-efficient investment and income strategies.

Comprehensive financial roadmaps for families.

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Get to know what makes us unique.

Objective
As independent advisors, we are not affiliated with or compensated by any bank, brokerage firm, money manager, large Wall Street firm or investment service.
Dedicated
Committed to lasting client partnerships, we're driven by passion and dedication to delivering exceptional service. Our adherence to the fiduciary duty is reflected in our daily actions, ensuring our clients' best interests remain at the forefront of all we do.
Experienced
With a collective career experience spanning over 100 years, our team offers recommendations grounded in extensive knowledge and real-world experience. Clients can rely on our seasoned expertise to navigate their financial journey with confidence and insight.