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Cassaday & Company

In 1993, Steve Cassaday abandoned the traditional Wall Street brokerage model and founded Cassaday & Company, Inc., an independent advisory firm, which has now grown to over 86 employees and manages over $5B in assets. Cassaday & Company, Inc. is proud to stand as an independent firm committed to our clients and our community. Our team of professionals are able to tailor advice that is best suited for each individual client, as well as choose from a wide range of investment options free of bias or corporate agenda. Along with financial planning and investment management, Cassaday & Company, Inc. offers many other services, including retirement planning, tax management, estate planning, and life transition services in order to provide a holistic wealth management experience.

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