Posts by Brooke Orlando
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…
Read MoreBarron’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…
Read MoreFinancial Planning – Best Places to Work in Money Management
Cassaday & Company, Inc., has been named a Best Place to Work in Money Management by Financial Planning for 2025. Marketing Award Disclosure: The 2025 Best Places to Work in Money Management is awarded by Financial Planning. Cassaday did not compensate Financial Planning for this award. The 2025 Financial Planning Best Place to Work in…
Read MoreFAQs 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…
Read MoreWebinar: The Art of Having Important Conversations
There are conversations we all know we need to have — but often put off for another time. You know the conversation needs to happen. You’ve thought about it, maybe even rehearsed it. But finding the right moment or the right words can feel out of reach. Whether you’re navigating care decisions with aging parents,…
Read MoreForbes – America’s Top RIA Firms
Cassaday & Company, Inc., has been ranked #17 on the Forbes America’s Top Registered Investment Advisory (RIA) Firms list for 2025. Our team is honored to receive this recognition from Forbes for the fourth year in a row. Marketing Disclosure: The 2025 America’s Top Registered Investment Advisory Firms is awarded by Forbes. Cassaday did not…
Read MoreVirginia Business – 500 Power List
Cassaday & Company, Inc., Founder, Chairman & CEO Steve Cassaday has been named to Virginia’s 500 Power List for 2025. Now in its sixth year, the Virginia 500 is an annual directory of the commonwealth’s most powerful and influential leaders according to Virginia Business. Marketing Award Disclosure: The Virginia 500 2025-2026 list is awarded by…
Read MoreAdvisor Hub – Advisors to Watch
Cassaday & Co. is proud to share that Chairman and CEO Stephan Cassaday, Partner Nick Harris, and Partner Andrew Malay have been recognized as Advisor Hub Advisors to Watch for 2025. Marketing Award Disclosure: The 2025 Advisors to Watch is awarded by Advisor Hub. Cassaday did not compensate Advisor Hub for this award. Award consideration…
Read MoreWebinar: The Power of Purpose
In our fast-paced world, even the most accomplished individuals will pause to ask themselves: “What truly motivates me to get up each morning?” and “Where do I find genuine meaning and direction in my life?” Purpose isn’t just a luxury for the few — it’s essential to our wellbeing, happiness, and longevity. At Cassaday &…
Read MoreWebinar: How to Prepare For Your “Next” in Retirement
Are you approaching retirement but struggling to envision what your post-career life will look like? You’re not alone. Many successful professionals find themselves asking: “What comes next after I retire?” or “How do I create purpose and meaning in retirement?” Expert Guidance for Your Retirement Transition At Cassaday & Company, we recognize that retirement planning…
Read MoreForbes – Best-In-State Wealth Advisors
Cassaday & Company, Inc., is honored to announce that seven of our financial advisors have been named Forbes Best-In-State Wealth Advisors for 2025. Marketing Award Disclosure: The 2025 Best-in-State Wealth Advisors is awarded by Forbes. Cassaday did not compensate Forbes or SHOOK Research for this award. Award consideration was based on data covering a trailing…
Read MoreInvestment News – Best Places to Work
Investment News – Best Places to Work Cassaday & Company, Inc., has been named a Best Place to Work for Financial Advisors for 2025. This is the 8th year the firm has been recognized for this award. Marketing Award Disclosure: The 2025 Best Places to Work for Financial Advisors is awarded by Investment News. Cassaday…
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