OneSeven Awarded USA TODAY’s 2025 Best Financial Advisory Firms

It is with great excitement that JTM Williams Capital Management shares the announcement that OneSeven has been awarded USA TODAY’s 2025 Best Financial Advisory Firms. 

Per the firm’s press release, OneSeven is ranked #13 nationwide. Rankings are determined based on peer recommendations, industry data, and client satisfaction. USA Today’s recognition highlights firms known to consistently deliver trust, transparency, and outstanding service.

At JTM, we are honored to operate under the guidance and support of OneSeven. As so aptly stated in the press release, OneSeven is a firm committed to empowering financial advisors to new levels of success. Through cutting-edge tools, personalized guidance, and a deeply collaborative culture, OneSeven equips firms like ours to better serve our clients, grow with intention, and stay ahead in a constantly evolving financial landscape.

JTM and OneSeven as Best Financial Advisory Firm

As a proud partner of OneSeven, JTM benefits from the strength, resources, and innovation of a nationally recognized financial advisory firm while maintaining the personalized service and local focus that clients in Bridgeport and Alexandria have come to trust. 

OneSeven’s robust infrastructure, cutting-edge technology, and collaborative network of top-tier advisors empower JTM to deliver a higher level of service, including streamlining operations, enhancing client experience, and offering access to a broader range of strategies and solutions. 

Our partnership allows JTM to remain independent and client-centered while drawing on OneSeven’s national presence to stay ahead of industry trends and deliver truly comprehensive wealth management.

Our personalized, all-encompassing services include: 

• Financial Planning -assessing a client's current financial picture and goals for the future in order to establish a plan through collaborative conversations. 

• Tax and Estate Planning -strategically organizing your finances to maximize tax benefits and minimize obligations while ensuring the efficient transfer of assets to your heirs or beneficiaries.

• Retirement Savings -proactively setting aside calculated funds by maximizing contributions to tax-advantaged accounts during your working years to improve financial security in retirement.

• Investment Strategy- a carefully crafted, personalized roadmap for saving and investing designed to align with your financial goals and risk tolerance.

• Succession Planning- strategically preparing for the smooth transition of wealth and assets across generations to preserve your legacy.

• Risk Management and Insurance Planning- identifying potential threats, evaluating their impact, and implementing strategies to mitigate or avoid financial loss.

  
  

Starting Conversations with JTM 

With offices proudly serving Bridgeport, West Virginia, and Alexandria, Virginia, JTM is committed to delivering personalized, high-touch service to individuals and families throughout these communities and beyond.

As your trusted financial partner, we bring not only deep professionalism and strategic insight but also a genuine dedication to your long-term success. We view our role as a collaborative one, walking beside you through every stage of your financial journey with care, clarity, and purpose.

We welcome you to schedule a no-obligation consultation to explore your financial picture, discuss your unique goals, and discover how we can help you move forward with confidence.