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
We're looking forward to the Raymond James National Conference this week as we strive to elevate our client service… https://t.co/1ZrweaP3aS
How are higher Treasury rates impacting investor behavior? Ted Ruddock, Head of High Net Worth, Fixed Income Servic… https://t.co/q8PVnCvIgd
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Did you know that over 40% of new college students don’t feel prepared to manage their money? Use these tips when d… https://t.co/C2IVn9k9Ys
Is working in retirement the new norm? Find out why more and more retirees are continuing to work in their golden y… https://t.co/kOoS5ISMWT
Do you have questions about Social Security? This video answers some of the most common. https://t.co/73qaZa1GAx