JOHN ESTES, CERTIFIED FINANCIAL PLANNER™
4035 Ridge Top Road, Suite 550
Fairfax, Virginia 22030
Helping Clients Achieve Their Goals Since 1998
Financial advisor and CERTIFIED FINANCIAL PLANNER™ John Estes has worked in the financial services industry for more than two decades, providing customized financial planning and investment management services to individuals, businesses, and nonprofits in the greater D.C. Metropolitan area and nationally.
How Can We Help You?
From Compass Points
Incorporating environmental, social and governance (ESG) criteria into investment decisions can be a powerful tool for addressing global or moral concerns while achieving personal financial goals.
I write this newsletter from personal experience, based on my own mother's journey with Alzheimer's Disease—and the road we have traveled with her.
What is the value of a financial advisor? Anyone working with—or considering working with—a financial advisor should ask this question.
Whether we recognize it or not, we’re all on the journey called retirement. We are just at different mile markers on the trail leading to “life after work.”
Now On Twitter
Fundamentally, the market is still in good shape. Hear Chief Portfolio Strategist Nick Lacy's viewpoint: https://t.co/cS8tlROA4W
Consider doing this before you file your taxes https://t.co/GdgBTWdyGS
What you need to know about individual and corporate tax changes in 2018: https://t.co/TOgu2BaNqM
The S&P 500 has risen in 18 out of the last 20 quarters, including nine straight since late 2015. What does this me… https://t.co/lztHnOrIiD