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The Benefits of Hiring an Independent Financial Advisor.

Matt Williams


Independent Financial Advisor

When it comes to managing your financial future, partnering with JTM Williams as your

independent financial advisor can be one of the smartest decisions you make. Our team

provides personalized, unbiased advice tailored specifically to your financial goals. Unlike

advisors tied to institutions, we offer solutions across the entire market, giving you more

flexibility and control over your financial journey. Here are the key benefits of working with JTM Williams as your independent advisor.


Why Hire an Independent Financial Advisor?


Unbiased Advice Tailored to You


At JTM Williams, we prioritize your best interests, providing advice that’s not tied to any specific

financial institution. Our independence allows us to assess the entire market, recommending the

best options for your financial goals—whether it’s investment strategies, retirement plans, or

tax-advantaged accounts. You’ll always receive advice based on what works for you, not what

benefits a bank or firm.


Comprehensive Financial Planning


We take a holistic approach to financial planning at JTM Williams. Our services go beyond

managing investments to include retirement strategies, tax planning, estate planning, and risk

management. Whether you're preparing for retirement, saving for education, or managing debt,

we help to make sure that all aspects of your financial life are accounted for in your personalized plan.


Transparency and Trust You Can Count On


Transparency is a core value at JTM Williams. Our fee-based model means you’ll always know

the cost of our services—whether it’s hourly rates or a percentage of assets under

management. Unlike commission-based advisors, we have no hidden fees, and our success is

directly tied to yours, creating a relationship built on trust and integrity.


Access to a Wide Range of Investment Options


JTM Williams advisors have access to the full spectrum of investment opportunities, from mutual funds and stocks to alternative assets. This means we’re able to craft a diversified portfolio that aligns with your risk tolerance and financial goals, without the restrictions imposed by large institutions.


Personalized, Long-Term Relationships


At JTM Williams, we believe in building lasting relationships with our clients. Our independent

status allows us to focus solely on your evolving financial needs, offering personalized advice

through life’s major events—whether it’s marriage, career changes, or nearing retirement. We

become your long-term financial partner, providing continuous support as your situation

changes.


Fiduciary Duty: Your Best Interests First


As fiduciaries, JTM Williams advisors are legally obligated to act in your best interest. This

means that the advice you receive is always focused on what’s best for your financial health,

rather than benefiting the advisor. Unlike some advisors who may only adhere to "suitability"

standards, we uphold the highest ethical guidelines to ensure you get the advice you deserve.


Tailored Investment Management


We recognize that every client is unique. That’s why JTM Williams takes a personalized

approach to investment management. We tailor your portfolio based on your individual risk

tolerance, income needs, and long-term goals. Our ongoing reviews and portfolio adjustments

help your investments stay aligned with your changing financial landscape.


The Power of an Independent Financial Advisor at JTM Williams:


Choosing JTM Williams as your independent financial advisor gives you the freedom,

transparency, and personalized attention you need to achieve your financial goals. From

unbiased advice and comprehensive planning to a wide range of investment options, we’re

committed to putting your financial well-being first.


When you partner with JTM, you’re choosing a long-term financial relationship built on

trust and a commitment to your success—so you can confidently navigate the

complexities of wealth management.

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Proudly Serving Clients Nationwide, we have offices in Virginia & West Virginia.

Alexandria Location

500 N Washington Street, Ste 201,

Alexandria, VA 22314

Tel: 703.782.3110

Email: Matt@JTMWilliams.com

​

Bridgeport Location

1160 Johnson Avenue, Ste 102

Bridgeport, WV, 26330

Tel: 304.842.0217

Email: Matt@JTMWilliams.com

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© 2024 JTM Williams Capital Management

​

Services are provided under the name JTM Williams Capital Management, a dba OneSeven. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with JTM Williams Capital Management, represent the individual's role with JTM Williams, and not their role with OneSeven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.

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