Helping Clients Achieve Their Goals Since 1998
Estes Wealth Strategies was founded by financial advisor and CERTIFIED FINANCIAL PLANNER™ professional John Estes in 1998. We are an independent wealth management practice based in Fairfax, Virginia and aligned with the financial services firm Raymond James.
Our advisors provide high-quality, customized asset management and financial planning services for individuals and families. We also manage institutional assets and implement employee retirement plans for businesses and nonprofits.
Our mission is simple: To help clients invest and manage their money today—for the future they desire tomorrow.
Securities are provided through Raymond James Financial Services, Inc., Member FINRA/SIPC.
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How Can We Help You?
Wealth Management Services
Corporate Services
From Compass Points
Advisor John Estes Named to Forbes Best-in-State Wealth Advisors Ranking
It’s a great honor to been named to the 2025 Forbes list of Best-in-State Wealth Advisors! But the recognition is not mine alone.
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Exciting News: We’ve Moved—Same Building, New Office!
You can still find us at 4114 Legato Road in Fairfax, Virginia—now on the fourth floor, in Suite 440.
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Katie Meredith Joins EWS as Client Services AssociatE—and Other Recent Promotions
We feel so fortunate to have such talented and professional individuals running our Client Services Team. Please join us in welcoming Katie—and thanking Kathleen and Jess for their stellar service!
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What's New for 2025: Social Security, Retirement Savings, Taxes, Deductions & CREDITS
Every year we publish a summary of the changes going into effect in the coming year that may affect your income, taxes, and savings.
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Lower my lifetime tax liability? Yes, please!
There may be more opportunities than you realize to implement strategies that can reduce the total taxes you’ll pay over a lifetime.