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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Advisor Hub – Advisors to Watch

Advisor Hub – Advisors to Watch Cassaday & Co. is proud to share that Chairman and CEO Stephan Cassaday, Partner Nick Harris, Partner Sean Gallahan, and Partner Andrew Malay have been recognized as Advisor Hub Advisors to Watch for 2024. About The Award Regarding the creation of their ranking, Advisor Hub stated, “While the Advisors…

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Barron’s – Top 100 Private Wealth Management Teams

Barron’s has ranked Cassaday & Company, Inc., as one of the Top 250 Private Wealth Management Teams for 2024.  Formerly acknowledging only 100 teams, the list was expanded in 2024 to include 250 teams. This list is Barron’s ranking of wealth advisory teams that specialize in serving individuals and families and is the acknowledgment that…

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FAQs on Cassaday & Co.’s Webinars

We’ve compiled a list of the most common questions our audience members ask. If you can’t find the information you seek or need further assistance, please email events@cassaday.com. Can I share these presentations with family and friends? Yes! We encourage you to share registration links with anyone you believe might be interested in or benefit from…

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WEBINAR: Does a Roth Conversion Make Sense for You?

Roth conversions can be a powerful tax-timing strategy that have the potential to optimize tax efficiency, enhance legacy planning strategies, and provide financial flexibility. In recent years, there has been buzz around this topic, leading many to wonder, “What exactly are Roth conversions, and do they make sense for me and my family?” As is…

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Forbes – Best-In-State Wealth Advisors 2024

Cassaday & Company, Inc., is honored to announce that five of our financial advisors have been named Forbes Best-In-State Wealth Advisors for 2024. Among those recognized are Chairman & CEO Steve Cassaday, Senior Partner Justin Harris, Senior Partner Chris Krell, Senior Partner Christopher Young,  and Partner Nicholas Harris.  With over 44,900 nominations received, the Forbes Best-In-State Wealth…

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Preparing for Financial Fallout During Elections

Elections can be an emotional time, and the 2024 U.S. presidential election promises to be no different. Politics can bring out strong emotions and biases, and investors want to know what can be done to prepare for financial fallout during this time. Since it is unknowable who will win in November and polls have proven…

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WEBINAR: SECURE Act 2.0 Changes to Be Aware of in 2024

SECURE Act 2.0 was signed into law in December 2022, bringing notable changes to qualified retirement plans. This Act included over 90 provisions to be rolled out in stages, several of which took effect at the beginning of 2024. Join Cassaday & Co.’s Tax Planning Specialist Karolyn Banks, CPA/PFS, MST, as she highlights some key…

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Investment News – Best Places to Work

Cassaday & Company, Inc., has been named a Best Place to Work for Financial Advisors for 2024. This is the 7th year the firm has been recognized for this award. This year, Cassaday & Co. ranked #6 in in the large company category.   About the Award Investment News established the ‘Best Places to Work…

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Investment News – Top Advisors in the US

Cassaday & Company, Inc., is honored to announce that four of our financial advisors have been ranked on Investment News’ Top Advisor list for 2024. Among those recognized are Chairman & CEO Steve Cassaday, Senior Partner Justin Harris, Partner Nicholas Harris, and Partner Alex Karkeek. The Investment News 2024 Top Advisor list marks the inaugural year…

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