Who We Are

OUR TEAM

Strive for Excellence

We strive for excellence at every level, every day. To achieve that, we identify, attract, and retain high quality employees that have the talent, intelligence, commitment and training to serve our clients at the highest levels. We invest in ongoing employee development to refine our expertise and to stay at the forefront of industry trends. We combine our skills and experience to encourage a range of perspectives and promote successful strategies. Most importantly, all of our employees are paid based on the revenue of our firm, which incentivizes everyone to work towards a common goal – to seek successful outcomes for our clients.  

 

Industry Recognition

Cassaday & Company, Inc. is nationally recognized by the media, our peers, and the industry as a  ‘Top Advisory Firm’, and regularly receives ‘Best Places to Work’ awards—a representation of our commitment to our employees.

Spotlighted Recent Awards:

      • Barron's - #1 Advisor in Virginia - 2016 & 2014
      • Barron's - Top 100 Advisors in the Nation - 2016
      • Forbes - America's Top Wealth Advisors - 2016
      • Inc. 5000 - Fastest Growing Private U.S. Companies - 2016
      • Washingtonian - Top Wealth Advisers - 2016
      • Washington Business Journal - Best Places to Work - 2016

 

 

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Please take a moment to browse the links below to learn more about Cassaday & Company, Inc.'s professional staff.

 

Designations and Licensure

Our talented team has many professional designations to provide our clients with expertise for the most complex situations. Some of these include: CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Analyst® (CFA), Certified Investment Management Analyst® (CIMA), Certified Annuity Specialist® (CAS), Certified Fund Specialist (CFS), Chartered Retirement Planning Counselor® (CRPC), Certified Mutual Fund Counselor® (CMFC), Accredited Investment Fiduciary® (AIF), and more. View the full list here.

 

 

Disclaimer: Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For a complete list of Cassaday & Company’s awards and recognitions, please visit: http://www.cassaday.com/who-we-are/awards