Estes Financial Services, Inc.



Fort Worth, TX


Estes Financial Services Inc. is a Registered Investment Advisor firm serving clients retirement planning and wealth management needs. Estes Financial offers fee-based investment advisory services for client accounts, including high net worth individuals, company retirement plans and trusts.

EFS founder and CEO Tim Estes, CFP, CRPC, ChFEBC has been active in the financial services industry since 1991. He holds the designations of Certified Financial Planner ®, Chartered Retirement Planning Counselor, and Chartered Federal Employee Benefits Consultant.  He is a member of the Financial Planning Association.

Tim is a noted lecturer and author.  He has written an investment advice column for MD News, a regional magazine dedicated to physicians.  His financial expertise has been sought out and quoted in the Fort Worth Star-Telegram and the Fort Worth Business Press.  Tim lectures frequently on investor education issues.  Many of his presentations are available at

Tim attended Texas A&M on a full Navy ROTC scholarship where he graduated with a Bachelors Degree.  Tim served his country proudly for over 21 years of Naval Service, both active duty and in the reserves.  He retired from service as a Commander in 1999. He is a life-long member of the Episcopal Church.  Tim resides in the Dallas/Fort Worth area with his wife, Julie.