A Word About Our Most Coveted Award

At Cassaday & Company, Inc., we take great pride in the recognition we receive from our peers, leading industry publications, and the local community. Being recognized for our industry expertise is noteworthy, but we’re especially proud to consistently be ranked as a Best Place to Work. Although a common slogan, at our firm we really…

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Barron’s – Hall of Fame Advisor

Cassaday & Co. Chairman, Founder & CEO Stephan Cassaday has been inducted into Barron’s Hall of Fame. On receiving this recognition, Cassaday said, “It’s an incredible honor to earn this accolade from a premier publication. These accomplishments are possible in large part due to the firm’s outstanding professionals. Their commitment to all of our clients…

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Virginia Business – 500 Power List

Cassaday & Company, Inc., Founder, Chairman & CEO Steve Cassaday has been named to Virginia’s 500 Power List for 2023. Now in its fourth year, the Virginia 500 is an annual directory of the commonwealth’s most powerful and influential leaders according to Virginia Business. Cassaday is one of only 45 individuals listed in the Finance…

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6 Things You May Not Know About 529 Plans

By Ryan Muscatella, CFP® 529 plans are one of the most popular ways to save for college expenses. A 529 plan is a state-sponsored, tax-advantaged savings plan that is used to pay for qualified education expenses such as tuition, books, and other costs required for a student to enroll. Contributions into a 529 plan are able to grow tax-deferred, and any…

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Barron’s – Top 100 Private Wealth Management Teams

Barron’s has ranked Cassaday & Company, Inc., one of the Top 100 Private Wealth Management Teams for 2023. Formerly acknowledging only 50 teams, the list was expanded in 2021 to include a total of 100 teams. This list is Barron’s ranking of wealth advisory teams that specialize in serving individuals and families and is the…

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Forbes – Best-In-State Wealth Advisors 2023

Cassaday & Company, Inc., is honored to announce that six of our financial advisors have been named Forbes Best-In-State Wealth Advisors for 2023. Among those recognized are Chairman & CEO Steve Cassaday, Senior Partner Justin Harris, Senior Partner Chris Krell, Senior Partner Christopher Young, Partner Nicholas Harris, and Partner Sean Gallahan. With over 39,000 nominations…

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Investment News – Best Places to Work

Cassaday & Company, Inc., has been ranked as the #15 Best Place to Work for Financial Advisors in the Nation by InvestmentNews for 2023. This is the 6th consecutive year the firm has been recognized for this award. About the Award InvestmentNews established the ‘Best Places to Work for Financial Advisors’ award program to identify…

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Washingtonian – Top Wealth Adviser Hall of Fame

Steve Cassaday, CFP®, CFS, Founder, Chairman & CEO of Cassaday & Company, Inc., has been honored by Washingtonian Magazine in their first-ever Top Wealth Adviser Hall of Fame. Since Washingtonian started publishing their ‘Top Financial Advisers’ list in 2009, they noticed that some professionals appeared on the list year after year. Because this is not…

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WEBINAR: SECURE Act 2.0: What You Need to Know

President Biden signed the SECURE Act 2.0 into law on December 29, 2022. This legislation will bring notable changes to qualified retirement plans. Join Cassaday & Co.’s Tax Planning Specialist Karolyn Banks, as she discusses the key changes you can expect from this provision of the SECURE Act, including: Increased Required Beginning Date (RBD) Decreased Excise…

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Holiday Cocktail Party 2022

On December 8, 2022,  Cassaday & Company, Inc., celebrated the holidays at the Steven F. Udvar-Hazy Center in Chantilly, VA, with almost 1,000 clients, community partners, and friends in attendance. Our team deeply enjoyed the opportunity to catch up with clients and hear some personal stories about their connections to the museum.  Guests danced the…

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WEBINAR: Making The Most of Your Life, Long-Term Care, Disability, and Annuity Contracts

As financial planners, outdated, inadequate, or non-existent insurance policies are some of the most common mistakes we see. Insurance strength and coverage depend on your lifestyle, family needs, and financial goals. However, because none of these are static, as your life evolves, so should your insurance policies. Cassaday & Co.’s Advanced Strategies team was founded…

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