INDEPENDENT WEALTH MANAGEMENT
A CULTURE OF EXCELLENCE AND INTEGRITY
ALWAYS DO THE RIGHT THING
We are a group of talent rallied around the simple concept that people want unbiased, impartial, and objective advice that provides the tools necessary for them to be good stewards of their wealth.
We provide comprehensive financial planning and investment management solutions. Our subject matter experts work collaboratively to craft strategies that integrate and simplify the management of your wealth.
Our firm is employee-owned and independent. We are not part of a bank, insurance company or Wall Street firm and have no proprietary interests and fewer conflicts. We sell advice, not products. As fiduciaries, we act in your best interest 100% of the time.
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 investors 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.
What happens when you combine a vision to provide unbiased, objective, and impartial advice with a group of highly motivated, experienced professionals dedicated to client service? People notice.
Cassaday & Company, Inc. has been recognized for employee development, community service, as a best place to work, as one of the fastest-growing companies in the country, and as one of the top wealth advisors in the United States.