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.
Our mission is simple: To help clients invest and manage their money today—for the future they desire tomorrow.
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
Watch Scott Brown, Chief Economist, discuss how tariffs could affect the economy in his latest video: https://t.co/vsF2vENpix
Investment Strategy Quarterly is now available! Read a recap of the latest edition: https://t.co/1tTUsuQaQp
Have you done your financial Spring cleaning yet? If not, use these tips to get your financial house in order: https://t.co/t3S5HhKcnd
Estes Wealth Strategies Celebrates 20 Years https://t.co/jIJkJZQBgB
Raymond James strategists provide insight into current market conditions and weigh in on the outlook for the econom… https://t.co/c0Wwkum7kf
Learn how a 529 Plan can help college students study abroad: https://t.co/lV7FiYh4e4