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, nationally and overseas.
Our mission is simple: To help clients invest and manage their money today—for the future they desire tomorrow.
How Can We Help You?
Clients phrase it in different ways, but it's a concern that's been coming up more frequently as of late: "I'm nervous about another market crash."
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
Find out the new contribution limits for qualified workplace retirement plans and IRAs for 2019. Plus, social secur… https://t.co/MQN0ZV60RF
We're pleased to announce that financial advisor John Estes has been named Raymond James co-branch manager. https://t.co/KRyRRUEZ3a
2019 Outlook: Read what macroeconomic factors the Raymond James Investment Strategy Committee believes will be most… https://t.co/2R8YdvaA4T
Some perspective for dealing with market ups and downs. https://t.co/Kbt7xmJ3dV
Clients have asked what our market outlook is, and in a nut shell, it is this ... https://t.co/q9Iz3QvSSv
Just like in life, the market has ups and downs. These tips may help you maneuver through the unpredictable:… https://t.co/sAWm9asCau