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
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
While they're still active and healthy, you should broach the subject of what assistance they'll expect from you as… https://t.co/WZqFHqi5ff
Take this quiz to uncover your hidden biases and what it takes to outsmart your subconscious. https://t.co/EtOVCq8snJ
Does Chief Economist Scott Brown see any signs of a recession in the near future? Read his weekly economic commenta… https://t.co/CEd6SUi94f
Is this long-running bull market making you nervous? You're not alone ... but if you've got a suitable asset alloca… https://t.co/TFeHP8JLox