A Financial Partner for Your Life of Possibilities

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John Estes, CFP

Alisa Schultz, CFP

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A Financial Partner for Your Life of Possibilities

About

Practice & Values

Team

John Estes, CFP

Alisa Schultz, CFP

Services

Asset Management

Financial Planning

Insurance & Annuities

Corporate Retirement Plans

Institutional Asset Management

Professional Referrals

Compass Points

Financial Insights for Navigating

Your Life of Possibilities

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Exciting News: We’ve Moved—Same Building, New Space!

PracticeEstes SusanApril 8, 2025Estes Wealth Strategies | Raymond JamesPractice News

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Katie Meredith Joins Estes Wealth Strategies Team as Client Services Associate—and Other Recent Promotions

PracticeEstes SusanFebruary 25, 2025Practice News

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(703) 537-3655 | Send Us an Email | 4114 Legato Road, Suite 440 | Fairfax, VA 22033

Estes Wealth Strategies' advisors provide customized financial planning and wealth management services for individuals and families and manage employee retirement plans and institutional assets for organizations.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Estes Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

Copyright © 2025 Estes Wealth Strategies. All Rights Reserved. | Raymond James Privacy Statement | Raymond James Legal Disclosures | BrokerCheck (FINRA)

This site is published for residents of the United States only. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information or availability.

Links are provided for information purposes only. Raymond James and Estes Wealth Strategies are not affiliated with and do not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James and Estes Wealth Strategies are not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Certified Financial Board of Standards, Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^TM, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.