Financial Advisor Services Personalized for You.
Helping successful professionals, business owners, and retirees simplify investments, taxes, retirement, and the complexities that come with building wealth.
MATT WILLIAMS, CFP®
Former Hedge Fund Trader
Independent Fiduciary Advisor
Alexandria, VA · Bridgeport, WV
JTM Williams Capital Management
Working with a financial advisor shouldn’t feel complicated or overwhelming. It should feel clear, personal, and built around your life.
As a fee-only fiduciary financial advisor, we provide guidance designed around your best interests, without earning commissions from the investment products we recommends.
At JTM Williams Capital Management, we are committed to putting your best interests first and helping you make confident decisions at every stage. Whether you need personalized planning, investment management, or a tax-aware strategy, our focus is on helping everything work together in a way that supports your goals.
- Our Commitment
Who We Help
Fee-Only Advice. Fiduciary Guidance. Personalized Planning.
Professionals
For executives and high-income earners seeking coordinated investment and retirement planning.
Business Owners
Helping entrepreneurs optimize taxes, retirement plans, and long-term wealth.
Retirees
Creating income strategies designed to help retirees enjoy retirement with confidence.
Our Services
Comprehensive Wealth Management
Our Resource Library
Financial Education & Insights
It’s Halftime! June 2026 Market Review and Mid-Year Outlook
Why “Growth” Funds Are Trailing the Nasdaq by 15% — Mid-June 2026 Market Update
May 2026 Market Recap
Our Process
A Simple Process Designed Around Your Goals
Introductory Call
A brief conversation to determine whether we’re a good fit.
Discovery Meeting
Understanding your goals, priorities, and complete financial picture.
Personalized Recommendations
Developing a strategy tailored to your needs.
Ongoing Partnership
Providing guidance and advice as your life and goals evolve.
Client Experience
Trusted by Our Clients
"Matt's willingness to go above and beyond is truly commendable; he not only provides expert financial guidance but also takes the time to educate us on various options, empowering us to make informed decisions. Additionally, his prompt responsiveness and proactive communication have greatly alleviated any concerns we may have had, making the entire process smoother and less stressful. Matt's dedication and professionalism have made him an invaluable asset, and we couldn't be more grateful for his outstanding service." - Client since 2018
Testimonial was provided by a current client of JTM Williams Capital Management, a DBA of OneSeven. The client was not compensated for this testimonial. The testimonial reflects the client’s personal experience with JTM Williams Capital Management and is not intended to be representative of any other client’s experience. Past performance is not indicative of future results, and no guarantee of future performance or success is implied.
Contact Info
Alexandria Location
950 N. Washington Street, Suite 242
Alexandria, VA 22314
Tel: 703.782.3110
Email: Matt@JTMWilliams.com
Bridgeport Location
1160 Johnson Avenue, Suite 102
Bridgeport, WV 26330
Tel: 304.842.0217
Email: Matt@JTMWilliams.com
Let’s talk about your goals and how financial planning can help.
Start Your Financial Management Journey
JTM partners with OneSeven, a nationally respected financial advisory firm recently named to USA TODAY’s 2025 Best Financial Advisory Firms list. This partnership gives our clients access to expanded tools, deeper research, and a broader planning platform while keeping service local and personal.
Together, we combine personalized support with institutional resources to give our clients the confidence they need to make sound, long-term decisions.
Ready to Simplify Your Financial Life?
Whether you need personalized planning, investment management, or a tax-aware strategy, our focus is on helping everything work together in a way that supports your goals.