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Wealth & Money Management Awards 2015

Cassaday & Company, Inc.

Cassaday & Company, Inc. is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.

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About Cassaday & Company, Inc.

Best Financial Planning Firm – Virginia

Cassaday & Company, Inc. was founded in 1993 by Stephan Cassaday, who had a vision to provide investors, families and businesses with comprehensive, client-centered wealth management services to meet their increasingly complex financial planning needs. We are governed by our commitment to provide our clients with objective financial guidance, and do so with the highest levels of honesty, integrity and overall excellence. As independent wealth planners, we are not obligated to recommend proprietary products. Instead, the services and investments we recommend are based upon what we believe is the most appropriate course of action for your individual situation. Our planning, research, investment management and client services staff combine their knowledge and years of experience to deliver comprehensive planning and individual attention to every client. Since 1993 assets under management have grown from $40 Million to over $1.6 Billion. 

Over the year’s Cassaday & Company, Inc. has been recognized as a award winning financial planning firm.  In 2014, Barron’s magazine ranked Steve Cassaday as the top advisor in the state of Virginia and the top independent advisor in Virginia.  The Financial Times ranked Cassaday & Company, Inc. on it’s Top 400 Investment Advisors list and its Top 300 Registered Investment Advisors list.  NABCAP has also listed the firm as a premier provider in the Washington DC area.  Cassaday & Company, Inc. has also won numerous awards for workplace excellence including Best Places to Work by the Washingtonian Magazine, Washington Business Journal, and Virginia Business magazine.

Cassaday & Company, Inc. offers financial planning, investment management and insurance services to our clients. 

Contact

Cassaday & Company, Inc.

Address: 8180 Greensboro Drive, Suite 1180, McLean, VA 22102

Tel:  703.506.8200

Web: www.cassaday.com

 

 

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