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.
Learn More >
How Can We Help You?
Wealth Management Services
Corporate Services
From Compass Points
Financial Advisor Alisa Schultz Earns CFP® Certification
We are thrilled to share that Alisa Schultz has attained her CERTIFIED FINANCIAL PLANNER™ designation—recognized as the highest standard of excellence for financial planners.
READ MORE >
Small but Mighty: Consider Making a 2023 Roth IRA Contribution (if you’re eligible)
To illustrate the “small but mighty” value of a Roth IRA, consider the common ant.
Read More >
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.
Read More >
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.
Read More >
The SILver Lining of Higher Interest Rates
After many years languishing in zero-interest-rate accounts, cash now has exciting opportunities to earn a healthy return—upwards of 4 to 5%—without sacrificing safety or your personal liquidity needs.
Read More >
Kathleen Lazor Named Raymond James Branch Associate of the Quarter
Join us in congratulating Kathleen on this firm-wide award recognizing her client service excellence and contributions to Estes Wealth Strategies and Raymond James as a whole.
Read More >
Jessica Wilson Joins Estes Wealth Strategies as Client Services Associate
Jessica Wilson has joined the Estes Wealth Strategies team, supporting the day-to-day operations of delivering high-quality services and client satisfaction.