Who We Are
Cassaday & Company, Inc., an independent investment advisory and financial planning firm is recognized as a leader* in the financial planning industry. The firm 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. Today, we manage or supervise over $1 billion in assets for our clients.
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.
Our financial advisors have various professional designations including:
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Fund Specialist (CFS)
- Certified Private Wealth Advisor® (CPWA)
- Certified Investment Management Analyst® (CIMA)
- Chartered Mutual Fund Counselor (CMFC)
Our client service professionals have various licensure including:
- Series 7 Registered Representative designation
- Series 66 Multi State Securities License designation
- Series 65 Investment Advisor designation
- Series 24 Securities Firm Principal designation
Cassaday & Company, Inc is registered with the Securities and Exchange Commission (SEC) as an investment advisor. The associates and principal at Cassaday & Company, Inc. are individually licensed as registered representatives with Royal Alliance Associates Inc. member FINRA and SIPC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP which it awards to individuals who successfully complete initial and ongoing certification requirements