Cassaday & Company

    OverviewSuggest Edit

    Cassaday & Company provides comprehensive financial planning and investment management solutions for our clients. Our primary goals are to:

    • Learn about our clients and what is important to them by listening and asking good questions developed from years of experience.
    • Provide objective and impartial feedback to our clients about their current situation and if appropriate, suggest alternatives that may be more suitable.
    • Develop a plan that integrates the necessarily interrelated areas of wealth management.
    • Consolidate and simplify our clients' financial and investment affairs.
    • Coordinate investment management, tax planning, estate planning, retirement planning, and insurance consulting with one point of contact.
    • Provide ongoing proactive advice and guidance about their specific situation.
    • Provide ongoing investment management.
    • Provide continuity for families in the event of death or disability.
    TypePrivate
    Founded1993
    HQMcLean, US
    Websitecassaday.com
    Employee Ratings5

    Recent NewsAll News

    Latest Updates

    Employees (est.) (May 2019)49

    Key People/Management at Cassaday & Company

    Allison Felix

    Allison Felix

    President and COO, Principal
    Linda Stewart

    Linda Stewart

    Chief Compliance Officer & Director of Client Services
    Rachel Boyell

    Rachel Boyell

    Director of Investment Strategy & Operations
    Carmen Bississo

    Carmen Bississo

    Director of Advanced Strategies
    Sarah Mouser

    Sarah Mouser

    Director of Financial Planning
    Daven Foulk

    Daven Foulk

    Director of Business Process
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    Cassaday & Company Office Locations

    Cassaday & Company has an office in McLean
    McLean, US (HQ)
    8180 Greensboro Dr #1180
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    Cassaday & Company Financials and Metrics

    Summary Metrics

    Founding Date

    1993

    Cassaday & Company Blogs

    Should 529 Plans Be Owned By Parents or Grandparents?

    529 Plan Ownership: Parents vs. Grandparents With the price of higher education increasing nearly eight times faster than wages, saving and paying for college is a common concern for many families. While there are multiple ways to begin saving for educational expenses, 529 plans are the most common.…

    Barron’s – Top 100 Financial Advisors in the Nation

    Steve Cassaday, Founder, Chairman, and CEO of Cassaday & Company, Inc. has been named by Barron’s as one of the Top 100 Financial Advisors in the Nation for 2019. This year Steve was ranked as #22 in the nation, jumping 11 spots up the list from his 2018 ranking of #33. Since 2007, Barron’s has.…

    Barron’s – Top 50 Private Wealth Advisor Teams

    Barron’s has ranked Cassaday & Company, Inc. one of the Top 50 Private Wealth Advisor Teams for 2019. This is the inaugural year for the Top 50 Private Wealth Advisor Teams. This list is the acknowledgment that as the industry evolves, teams have become more important for clients over an individ…

    Washington Business Journal – Best Places to Work

    Cassaday & Company, Inc. has been named a ‘Best Places to Work’ by the Washington Business Journal for 2019.  This is the 11th time the firm has appeared on this list. This year, Cassaday & Company, Inc. ranked #4 out of 25 in the large company category. In previous years Cassaday has ranked…

    Washingtonian – Great Places to Work

    Washingtonian – Great Place to Work 2019, 2017, 2015, 2013, 2011, 2009 Cassaday & Company, Inc. was named by Washingtonian as one of Washington D.C.’s Great Places to Work for 2019. Washingtonian has been recognizing Great Places to Work since 2009. Cassaday & Company, Inc. has been fortunat…

    Financial Times – Top 400 Financial Advisors

    Financial Times – Top 400 Financial Advisors: 2019, 2018, 2015, 2014, 2013, 2012, 2011 Chairman & CEO Stephan Cassaday has been named to Financial Times Top 400 Financial Advisors for 2019. Cassaday & Company, Inc. is honored and thrilled to have one of our advisors ranked among this elite g…
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    Cassaday & Company Frequently Asked Questions

    • When was Cassaday & Company founded?

      Cassaday & Company was founded in 1993.

    • Who are Cassaday & Company key executives?

      Cassaday & Company's key executives are Allison Felix, Linda Stewart and Rachel Boyell.

    • How many employees does Cassaday & Company have?

      Cassaday & Company has 49 employees.

    • Who are Cassaday & Company competitors?

      Competitors of Cassaday & Company include Schroders, Franklin Resources and Manning & Napier.

    • Where is Cassaday & Company headquarters?

      Cassaday & Company headquarters is located at 8180 Greensboro Dr #1180, McLean.

    • Where are Cassaday & Company offices?

      Cassaday & Company has an office in McLean.

    • How many offices does Cassaday & Company have?

      Cassaday & Company has 1 office.