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About JTM Williams
Founded by Matt Williams, CFP®, CRPC®, APM

Our Story


Financial Management You Can Rely On.

Matt Williams CFP®, founder of JTM Williams Capital Management, graduated from West Virginia University in 2006 and earned a B.S.B.A with a specialization in finance.


Prior to founding JTM Williams Capital Management, Matt worked for Ameriprise Financial Services, LLC from 2015 until July 2023. He was previously the Director of Trading for Capital Guardian/Capital L Wealth Management, a boutique asset management firm with offices in the Carolinas. When he’s not working with his clients, Matt enjoys spending time exercising, running, the outdoors, and being an avid West Virginia University sports fan. Matt lives in Alexandria, VA with his wife, Elise and young son, Julian.


He has offices in Alexandria, VA and Bridgeport, WV.

Our Financial Advisor Services in Alexandria, VA & Bridgeport, WV.

Simplifying your Wealth and Your Life.

Our financial strategies are custom built to meet your unique needs and goals.


As your financial advisor, our role is to simplify your financial decisions, enabling you to focus more on what truly matters – spending time doing what you love most with those closest to you. All the while knowing your finances are in great hands.


We understand that your financial needs are unique and complex, which is why our approach is customized, not one-size-fits-all. As your trusted partner, we bring a wealth of knowledge and experience, always prioritizing your best interests. We look at our role in your wealth picture as a partner, working hand-in-hand with you each step of the way.


Our commitment is to guide you at every decision, ensuring your financial journey is smooth and aligned with your life's ambitions.

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