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?
From Compass Points
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
Raymond James is now on Spotify. Learn how to plan, invest and live smarter with our new Raymond James podcast, For… https://t.co/nxU79RPIHi
In honor of President George H.W. Bush’s passing, the stock market will be closed on Wednesday, 12/5, in observance… https://t.co/AAsupl8twc
Keeping the lines of communication open are vital to the successful transfer of wealth between generations. Having… https://t.co/hq0mzbUIzV
As you think about donating to good causes this holiday season, you may want to consider one of these charitable gi… https://t.co/GvgRM9CwVK
Today we remember all those who have sacrificed and served. Happy Veterans Day. https://t.co/Er9rI3y1hh
Sharing some good news we just received ... financial advisor John Estes has been named a member of the 2019 Raymon… https://t.co/F7owMUwfEI