Who We Are

Who We Are

Cassaday & Company, Inc. is an independent wealth management firm located in McLean, VA. Stephan Cassaday founded the firm in 1993 with a vision to provide comprehensive, integrated financial planning and investment solutions to meet the increasingly complex needs of investors, families, and businesses. Today, Cassaday & Company, Inc. has more than $1.7 billion in assets under management* and is a nationally-recognized leader in the industry.

*As of April 31, 2016


Our Mission Statement:

Our mission is to provide objective guidance to investors seeking advice about their financial situations, to do so with the highest levels of honesty, integrity and overall excellence possible, and to provide faultless quality and courteous service – at a reasonable price.

Our Commitment to You

We have a fiduciary responsibility to make recommendations that are truly in the best interests of our clients. We are committed to providing objective financial guidance without the restrictions of proprietary products. Our team works collaboratively to deliver individualized attention that every client deserves. When life happens, we’re here for you.