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.
    HQMcLean, VA, US

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    Latest Updates

    Employees (est.) (Apr 2021)58
    Cybersecurity ratingAMore

    Key People/Management at Cassaday & Company

    Allison Felix

    Allison Felix

    President and COO, Principal
    Stephan Q. Cassaday

    Stephan Q. Cassaday

    Chairman & CEO
    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
    Ann Wagaman

    Ann Wagaman

    Director of Client Services
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    Cassaday & Company Office Locations

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

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    Founding Date


    Cassaday & Company Cybersecurity Score

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    Cassaday & Company Online and Social Media Presence

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    Cassaday & Company Blogs

    Barron’s – Top Advisor in Virginia

    BARRON’S #1 ADVISOR IN VA: 2021, 2020, 2019, 2018, 2017, 2016, AND 2014 World-renowned investment publication, Barron’s, has ranked CEO Stephan Cassaday the top financial advisor in the state of Virginia on its annual ‘Top 1,200 Financial Advisors: State by State’ list. This is the seventh time in t…

    Forbes Best-In-State Wealth Advisors 2021

    Cassaday & Company, Inc. is honored to announce that four of our financial advisors have been named Forbes Best-In-State Wealth Advisors for 2021. Among those recognized are Chairman & CEO Steve Cassaday, Principals Justin Harris and Chris Young, and Senior Vice President Nick Harris. With o…

    Executive Leaders Radio – Radio Interview with Principal Justin Harris

    Justin Harris, CFP®, CMFC®, sat down with Executive Leaders Radio, a radio show featuring DC Executives, to talk with host Herb Cohen about his background and rise to success at Cassaday and Company, Inc. The radio show aired locally on Federal News Radio, and on over 40 stations nationwide. Listen …

    Connecting With Family Over the Holidays

    An Opportunity For Meaningful Conversations About Finances Gathering with family throughout the holiday season presents a perfect opportunity to have important, albeit potentially difficult, conversations about the future of your affairs. Having a plan in place in case of death or disability – while…

    Barron’s – Top Independent Financial Advisor

    Stephan Cassaday, Founder and CEO of Cassaday & Company, Inc., was named a Top 100 Independent Financial Advisor in the nation by Barron’s for 2020. This is the 13th consecutive year Cassaday has made this list. One of the first financial advisors in the industry to become independent, Cassaday …

    Northern Virginia Magazine – 2020 Top Financial Professionals

    Northern Virginia Magazine Names Three Cassaday Employees as ‘Top Financial Professionals’ for 2020 Cassaday & Company, Inc. is proud to announce that Chairman and CEO Stephan Cassaday (2012-2020), Principal Christopher Krell (2011-2016, 2018-2020), and Senior Vice President Nicholas Harris (202…
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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, Stephan Q. Cassaday and Linda Stewart.

    • How many employees does Cassaday & Company have?

      Cassaday & Company has 58 employees.

    • Who are Cassaday & Company competitors?

      Competitors of Cassaday & Company include Equitable, Gojo and Schroders.

    • 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.