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.) (May 2020)56(+2%)

    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 Online and Social Media Presence

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    Cassaday & Company Blogs

    Boo at the Zoo 2019

    On Saturday, November 2nd, Cassaday & Company, Inc. welcomed clients, staff, and their families to a day at a local petting zoo, Roer’s Zoofari. Being so close to Halloween, guests were encouraged to wear costumes as they enjoyed a day of feeding animals, wagon rides, a balloon maker, face paint…

    2019 Wealth Management Symposium

    Every year, Cassaday & Company, Inc. hosts their annual Wealth Management Symposium – an all-day event that aims to educate and inform clients and their loved ones on a variety of topics that are directly and indirectly related to financial issues. On Saturday, October 12th, Cassaday & Compa…

    Credit Card Debt & Finding Your Way to Financial Freedom

    By: Riley Saunders, CFP®   Credit cards are great for establishing your credit, getting cash back, and offering more protection than your standard debit card. However, credit card debt is a situation that captivates hundreds of thousands of Americans every year. According to Experian, overall U.S. c…

    You’ve Turned 18, Now What? Important Legal Documents Every Young Adult Should Have

    By Christopher Young, CFP®, CPWA®, CMFC® Summer is winding down and kids of all ages are heading back to school. Parents with children of any age are often given a ‘back-to-school’ list full of school supplies needed for the upcoming year. For young adults heading to college, those lists are full of…

    Why Insurance Should Be Part of a Comprehensive Financial Plan

    Why Buy Insurance? When you drop a quarter into a slot machine, you know that your chances of winning are pretty slim. But risking a quarter (or perhaps much more than a quarter) may be worth it to you if the potential payoff is great enough. Insurance is a lot like that. You pay premiums...

    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.…
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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 56 employees.

    • Who are Cassaday & Company competitors?

      Competitors of Cassaday & Company include Manning & Napier, TPG Specialty Lending and Franklin Resources.

    • 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.