Estes Wealth Strategies
Beach cropped transparency soft.png

Practice & Values

A Financial Partner

That Shares Your Values

 

 
 
Values are important when choosing a financial advisor—because a relationship based on integrity and trust is a key part of working together to achieve your financial goals.
— John Estes, certified financial plannertm

Our Practice

Estes Wealth Strategies was founded by financial advisor and CERTIFIED FINANCIAL PLANNER™ John Estes in 1998. Our advisors provide high-quality, customized asset management and financial planning services for individuals and families. We also manage institutional assets and implement employee retirement plans for businesses and nonprofits. Securities are provided through Raymond James Financial Services, Inc., Member FINRA/SIPC.

We are based in Fairfax, Virginia but serve clients throughout the greater D.C. metropolitan area, nationwide, and overseas.


Our Values

Our mission is simple: To help clients invest and manage their money today—for the future they desire tomorrow. In fulfilling this mission, we strive to provide the highest standards of professionalism and performance for our clients and distinguish ourselves through these core values:

Independent Advice
We are independent advisors, which means two things for you. First, we are able to offer a broad range of financial services and investment products. And second, we can offer these services and products objectively, based on what we believe to be the best options for you and without any conflict of interest. Our only agenda is to provide you, our client, with the most informed and objective advice that will bring you closer to realizing your financial goals.

Personalized Planning
We guide clients through a highly customized financial planning process to identify the most suitable money management and investment strategies for your unique financial situation and objectives. The end result is a personalized financial roadmap to help you reach your goals—plus, the confidence that you’ve got a plan for your future financial independence and well being.

Fiduciary Responsibility
We take our fiduciary responsibility very seriously when you entrust your hard-earned money to our care—and work with you to match your long-term goals with investment strategies that are both appropriate and prudent for your unique situation. We use asset allocation models to diversify each client portfolio—so you can be sure your money is being invested in accordance with your growth objectives and risk tolerance (although asset allocation does not ensure profit nor guarantee against loss).

Focused Expertise
Anyone who’s tried to follow financial markets and legislation knows how hard it is to keep track of everything, much less understand how the information applies to you and your money. We invest significant time and resources into doing research and following the latest market and legislative trends—so you don’t have to. And we draw on industry best practices to apply our knowledge and expertise to your account.

Professional Service
As client-focused advisors, providing superior client service is a core value that guides how we do business. It is a privilege for us to provide financial advice and manage investments for you, our client. Throughout our relationship, we strive to make you feel like the valued partner you are.