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
If you have wealth to transfer, you may worry about the sometimes adverse effect of sudden wealth and the squanderi… https://t.co/7EK3nSAKax
The three major domestic equity indices ultimately ended in positive territory for the second quarter, after ziggin… https://t.co/oBVFH2RhTw
Do you know what type of investor you are? Learn about the four different types and the importance of determining w… https://t.co/2qvWwV3wow
In observance of the holiday, our offices will be closed on Wednesday, July 4th, 2018. https://t.co/9Wvd7dZZEV
Investment Strategy Quarterly is now available! Read a recap of the latest edition: https://t.co/HIotQKZKQU
It’s never too early to teach your children or grandchildren the value of a dollar. Here are five easy money lesson… https://t.co/UxIpC3PSFL