Our Origin
Lodgeview Wealth Advisors was inspired by the visionary perspective of our founder, Joey Estes, with the goal to enhance the typical financial advisory experience. This practice represents Joey’s strong belief in the importance of building deeper connections that extend beyond numbers and charts, encompassing genuine listening, enduring friendships, and steadfast trust. Joey has been a significant part of the Columbia community since 1996. His transition from a role at Coca-Cola in Customer Development to founding Lodgeview tells a story of client-first dedication, continued personal growth, and the development of a financial advisory experience that provides clients with a sense of comfort and reliability throughout their wealth management journey.
Our Philosophy
At Lodgeview Wealth Advisors, our philosophy is straightforward yet impactful: assist our clients on their financial journey with the clarity and support of a trusted advisor. Similar to how a lodge provides a comforting viewpoint over an expansive landscape, we offer our clients a clear perspective on their financial path. We are committed to nurturing our clients’ dreams and passions, helping to ensure that their financial strategies are not just effective but also in harmony with their life’s aspirations. Our approach is deeply individualized, with Joey Estes himself bringing over two decades of finance experience to ensure every client feels acknowledged, understood, and valued.
Our Team
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Joey Estes
Founder
Wealth Advisor -
Dan Gopp
Partner
Wealth Advisor -
Josh Estes
Director Client Operations
Wealth Advisor -
Kaley Kirkpatrick
Client Experience Associate
About &Partners.
We are proud to partner with &Partners, a wealth management firm offering advanced technology, a flexible investment platform, and premium service.
Core Values
At the heart of Lodgeview Wealth Advisors lies a group of fundamental values that inform every aspect of our service. Integrity is the foundation of our practice, helping to ensure honesty and transparency are central to all interactions. We are dedicated to knowledge, consistently enhancing our experience to provide informed and relevant financial guidance. Optimism is integrated into our approach, transforming financial challenges into opportunities for growth and accomplishment. Trust is a key element, as we build enduring relationships based on mutual respect and understanding. Above all, personalized attention is critical; we recognize the distinctiveness of each client and customize our services to align with their individual needs and goals. These values unite to create a financial advisory experience that is not only effective but also deeply personal and attuned to the needs of those we serve.
