About
A Financial Advisor in Alexandria You Can Rely On.
About
A Financial Advisor in Alexandria You Can Rely On.
A Financial Advisor in Alexandria You Can Rely On
Our Story
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.
Simplifying your Wealth and Your Life.
Our Financial Advisor Services in Alexandria, VA & Bridgeport, WV.
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, so our approach is tailored to your goals, not one-size-fits-all.
We work hand-in-hand with you as a trusted partner, bringing knowledge, experience, and a commitment to your best interests.
We guide you through important decisions to help keep your financial journey smooth, thoughtful, and aligned with your life’s ambitions.