Estes Wealth Strategies
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John Estes, Certified Financial PlannerTM

A Financial Partner

for Your Life of Possibilities


Contact Us

(703) 537-3655

4035 Ridge Top Road, Suite 550
Fairfax, Virginia 22030

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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.

Securities are provided through Raymond James Financial Services, Inc., Member FINRA/SIPC.

How Can We Help You?

From Compass Points

The Kids Are Growing Up … And college is on the horizon (gulp!)

The back-to-school season reminds us to revisit our college savings goals.


The longevity game: Saving and spending into the unknown

There's a point in the financial planning process where you have to make an uncomfortable assumption: How long are you going to live?

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Don’t Push the Panic Button: A Pragmatic Approach for Dealing with Market Uncertainty

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."

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Sustainable Investing: More Than Tilting at Windmills

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. 

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Planning for Long-Term Care

You can't know for sure if you'll need long-term care or for how long, but you can plan for the possibility that you'll one day need assistance if health problems result in a loss of independence.

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the delicate dance: dealing with dementia in the family

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.


How do you Measure the Value of a Financial Advisor?

What is the value of a financial advisor? Anyone working with—or considering working with—a financial advisor should ask this question.

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a guided trek through the stages of retirement planning

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.”


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