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Matthew Thomas Williams

Advisor at OneSeven — Bridgeport, WV

Updated today

Credentials

CFP®, Series 66

Experience

17 years

Location

Bridgeport, WV 26330

OneSeven logo

OneSeven

Multi-team

Total advisors

119

Across 61 offices

Clients per advisor

133 Very High

Avg AUM per client

$461,030 Low

HNW client ratio

12% Low

About

Matthew Williams is a CFP® with 17 years of industry experience, currently advising at OneSeven. He previously worked at Ameriprise Financial Services and Eagle Strategies, among other firms. Williams serves on the boards of the OLD TOWN GREENS Townhome Association and the West Virginia University Alumni Board in the National Capitol Area. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering financial planning and discretionary portfolio management with a primarily long-term investment approach that includes access to alternatives and private placements. The firm utilizes both discretionary and non-discretionary strategies and partners with unaffiliated Independent Managers and third-party platforms.

Client services

Based on OneSeven

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OneSeven

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Financial consulting flat fees charged as negotiated; financial planning fees may be fixed fees.

Percentage

$0+: 0.05% to 2.00% annually $0+: Up to 0.50% for additional services such as financial planning or working with other professionals

Commissions

Certain individuals (IARs) may receive separate commission-based compensation for selling insurance or securities products. These commissions are separate from advisory fees.

Project-based

Financial planning and consulting services hourly fees range from $100 to $500 per hour.

Subscriptions

Financial planning consulting annual retainers billed quarterly or monthly in advance ranging from $100 to $25,000 per billing period.

Other

Fee-only: Financial planning fees charged hourly ($100 to $500 per hour), fixed fees, or annual retainers ($100 to $25,000 per billing period). Fees are negotiable.

Location

See office

Bridgeport, WV

1160 Johnson Ave, Suite 102

Bridgeport WV 26330

Advisors at this office

1

Most active in

District of Columbia · Maryland · Virginia · West Virginia

Work history

17 years of industry experience

OneSeven dba Jtm Williams Capital Management

2023 - Present • 3 years

Beachwood, OH

Ameriprise Financial Services, Inc.

2015 - 2023 • 8 years

Bridgeport, WV

Eagle Strategies (NY Life)

2015 - 2015 • 1 year

Bethesda, MD

Capital Guardian Wealth Management, Llc

2012 - 2013 • 1 year

Miami, FL

Capital Guardian Wealth Management, Llc

2011 - 2012 • 1 year

Charlotte, NC

Ameriprise

2007 - 2010 • 3 years

Bridgeport, WV

Ameriprise

2007 - 2007 • 1 year

Bridgeport, WV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Sherri S

Series 63, Series 66

Clarksburg, WV

Wesbanco Securities, Inc.

Sherri Sharpe is a financial advisor with Wesbanco Securities, Inc. in Parkersburg, WV. She holds Series 63 and Series 66 licenses and has 27 years of industry experience. Sharpe has been with Wesbanco Securities since 2015. Wesbanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm manages approximately $166 million in assets and offers a range of wrap-fee programs and third-party managed solutions, employing a variety of analytical methods and investment strategies.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Leslie B

Series 63, Series 65

Bridgeport, WV

Lombard Advisers Incorporated

Leslie Boyce is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. Prior to joining Lombard Advisers, Boyce worked at firms including Cetera Advisors LLC, The Huntington Investment Company, and Morgan Stanley. Outside of advisory work, Leslie serves as CFO for Poynter's Business Solutions, a company engaged in office equipment sales and service. Lombard Advisers provides personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management, utilizing various analytical methods, and manages approximately $670 million in assets as of the end of 2025.

College savings (529s, UTMA, etc.)
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Robin F

Series 63, Series 65

Bridgeport, WV

Bankers Life Advisory Services, Inc.

Robin Faris is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and with 17 years of industry experience. Faris has been with Bankers Life Advisory Services since 2017 and has also worked with Bankers Life Securities, Inc. and Bankers Life and Casualty since 2004. Outside of advisory work, Faris serves as Capital Campaign Chair for the documentary film "Impossible Town" and owns a horse boarding business in West Virginia. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Catherine P

Series 63, Series 65

Clarksburg, WV

Empower Advisory Group

Catherine Preston is a financial advisor with Empower Advisory Group in Clarksburg, WV, holding Series 63 and Series 65 credentials and six years of industry experience. She previously worked at the West Virginia State Auditor’s Office for twelve years. Outside of her advisory role, she serves as a board member of the Clarksburg League for Service and is president of the Harrison County CASA board, which advocates for children in the foster care system. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Benjamin S

Series 66

Bridgeport, WV

Bankers Life Advisory Services, Inc.

Benjamin Strader is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and bringing four years of industry experience. He has been with Bankers Life and its affiliated entities since 2016, including roles in insurance sales and agent training. Outside of advising, he is involved in recruiting and training insurance agents and has a part ownership in a small residential rental business. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis to create tailored asset allocations and offers strategies across a range of securities within customized portfolios.

Wealth management Retired
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Guy D

Series 63

Bridgeport, WV

SPC

Guy Devono is a financial advisor at SPC with 44 years of industry experience. He holds a Series 63 designation and has worked at Parkland Securities since 2014 and at Sigma Planning Corporation since 2003. Outside of his advisory role, he serves as a board member of a condominium association and is a notary public. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers and approximately $5.66 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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