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

    Recent NewsAll News

    Latest Updates

    Employees (est.) (Nov 2020)57(+2%)
    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, US (HQ)
    8180 Greensboro Dr #1180
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    Cassaday & Company Financials and Metrics

    Summary Metrics

    Founding Date

    1993

    Cassaday & Company Cybersecurity Score

    Cybersecurity ratingPremium dataset

    A

    94/100

    SecurityScorecard logo

    Cassaday & Company Online and Social Media Presence

    Embed Graph

    Cassaday & Company Blogs

    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…

    Northern Virginia Magazine – 2019 Top Financial Professionals

    Northern Virginia Magazine Names Two Cassaday Employees as ‘Top Financial Professionals’ for 2019 Cassaday & Company, Inc. is proud to announce that Chairman and CEO Stephan Cassaday (2012-2019) and Principal Christopher Krell (2011-2016, 2018-2019) have been named as Northern Virginia Magazine’…

    Inc. 5000 – Fastest Growing Companies

    Inc. Magazine has named Cassaday & Company, Inc. to its “2020 Inc. 5000: America’s Fastest-Growing Private Companies” list. This annual ranking highlights the fastest- growing privately held companies in the United States.This is the 9th time that Cassaday & Company, Inc. has earned a place …

    Virginia Living – Best Financial Planning Firm

    Virginia Living Magazine readers have voted Cassaday & Company, Inc. one of the Best Financial Planning Firms in the Northern Virginia region for 2020. This is the second time the firm has received the award, after previously making the list in 2017. The award is part of the publication’s Best o…
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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 57 employees.

    • Who are Cassaday & Company competitors?

      Competitors of Cassaday & Company include Harwood Wealth Management Group, The Colony Group and TPG Specialty Lending.

    • 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.