#1 Advisor in Virginia according to Barron’s for 4 of the last 5 years. Read more
Independent Wealth Management
A Culture of Excellence and Integrity
Always Do The Right Thing
We are a group of talent rallied around the simple concept that people want unbiased, impartial, and objective advice that provides the tools necessary for them to be good stewards of their wealth.
We provide comprehensive financial planning and investment management solutions. Our subject matter experts work collaboratively to craft strategies that integrate and simplify the management of your wealth.
Our Mission: 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.
ASSETS UNDER MANAGEMENT*
$2.8B
EMPLOYEES
47
FOUNDED
1993
SERVING
2000
Households
Recognized Excellence
What happens when you combine a vision to provide unbiased, objective, and impartial advice with a group of highly motivated, experienced professionals dedicated to client service? People notice.
Cassaday & Company, Inc. has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States.
To learn more about the professional history of our firm, please visit FINRA’s BrokerCheck.