Helping Clients Achieve Their Goals Since 1998
Estes Wealth Strategies was founded by financial advisor and CERTIFIED FINANCIAL PLANNER™ professional John Estes in 1998. We are an independent wealth management practice based in Fairfax, Virginia and aligned with the financial services firm Raymond James.
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.
Our mission is simple: To help clients invest and manage their money today—for the future they desire tomorrow.
Securities are provided through Raymond James Financial Services, Inc., Member FINRA/SIPC.
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How Can We Help You?
Wealth Management Services
Corporate Services
From Compass Points
Small but Mighty: Consider Making a 2025 Roth IRA Contribution (if you’re eligible)
To illustrate the “small but mighty” value of a Roth IRA, consider the common ant.
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What's New for 2024: Social Security, Retirement Savings, Taxes, Deductions & GIFTING
IRS changes for 2024 reflect moderate increases across the board aimed at keeping up with inflation.
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Lower my lifetime tax liability? Yes, please!
There may be more opportunities than you realize to implement strategies that can reduce the total taxes you’ll pay over a lifetime.