WHO WE ARE
We are a group of talent rallied around the simple concept that people want impartial and objective advice that provides the tools necessary for them to be good stewards of their wealth.
WHAT WE DO
We provide comprehensive financial planning and investment management. Our subject-matter experts work collaboratively to integrate and simplify the management of your wealth.
WHY WE'RE DIFFERENT
We are not part of a bank, insurance company, or Wall Street firm and have no proprietary products. We sell advice, and as fiduciaries, we are committed to acting in your best interest.
LEARN HOW CASSADAY CAN HELP YOU
Watch this brief video presentation to meet our award-winning team, learn more about our firm, its origins, our culture and why we are different.
Our Mission: To provide objective guidance to individuals and families seeking advice about their financial situations, to do so with the highest levels of honesty, integrity, and overall excellence possible, and to provide faultless quality and courteous service – at a reasonable price.
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RECOGNIZED EXCELLENCE
What happens when you combine a vision to provide objective and impartial advice with a group of highly motivated, experienced professionals dedicated to client service? People notice.
Steve Cassaday has been ranked the #1 Financial Advisor in Virginia by Barron's for 9 years*. The firm has been recognized for employee development, community service, workplace culture, growth, and as one of the top wealth advisors in the United States. We are proud of the recognition we have received from the wealth management industry, our peers, leading financial publications, and the community for our commitment to excellence.
To learn more about the professional history of our firm, please visit FINRA’s BrokerCheck.