Boo at the Zoo 2022

On October 29, 2022, Cassaday & Company, Inc., hosted our 7th annual Boo at the Zoo event in celebration of Halloween. Held at Roer’s Zoofari in Vienna, VA, it was a day of fun for the whole family with a safari experience, petting zoo, and up-close animal encounters. Clients, friends, and family donned their Halloween…

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Washingtonian- Top Financial Advisors

Cassaday & Company, Inc., is proud to announce that Chairman & CEO Steve Cassaday and Senior Partner Christopher Krell have been named Top Financial Advisors by Washingtonian for 2022. Washingtonian surveyed hundreds of local professionals for this peer nominated award. These surveys, in addition to research done by the Washingtonian team, led to this year’s…

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Virginia Living- Best Financial Planning Firm

Virginia Living Magazine readers have voted Cassaday & Company, Inc.  one of the Best Financial Planning Firms in the Northern Virginia region for 2022. This is the third time the firm has received the award, after previously making the list in 2017 and 2020. The award is part of the publication’s Best of Virginia 2022…

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Inc.- Best Workplaces

Inc. Magazine has named Cassaday & Company, Inc. as a 2022 Best Workplace. Inc.’s Best Workplaces award is uniquely designed to recognize successful businesses. Of the accolades Cassaday & Company, Inc. receives, we are most proud to be consistently ranked as a Best Place to Work. Steve Cassaday founded Cassaday & Company, Inc. with the guiding…

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Forbes Best-In-State Wealth Advisors 2022

Cassaday & Company,Inc. is honored to announce that three of our financial advisors have been named Forbes Best-In-State Wealth Advisors for 2022. Among those recognized are Chairman & CEO Steve Cassaday, Senior Partner Justin Harris, and Senior Partner Christopher Krell.  With over 34,000 nominations received, the Forbes Best-In-State Wealth Advisors list places a spotlight on…

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WEBINAR: Planning Your Legacy

Do you have a plan for preserving your financial legacy? Are you protecting your beneficiaries? Having a carefully crafted plan in place ensures your intentions will be honored and prevents unnecessary turmoil for your loved ones. Join Director of Estate Planning Strategies Jessica Marchegiano and Estate Planning Strategist Kristen House as they discuss: Foundational Estate Planning Types of Estate Plans How Your Estate…

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WEBINAR: Diagnosis Dementia: Now What?

What happens after you or a loved one has been diagnosed with dementia? Cassaday & Company, Inc. has partnered with Lindsey Vajpeyi, the Director of Early-Stage Programs at Insight Memory Care Center, to address considerations for you, your family, and your support team as you navigate your journey with dementia. During this educational presentation, Lindsey…

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Executive Leaders Radio – Interview with Principal Justin Harris

Justin Harris, CFP®, CMFC®, sat down with Executive Leaders Radio, a radio show featuring DC Executives, to talk with host Herb Cohen about his background and rise to success at Cassaday and Company, Inc. The radio show aired locally on Federal News Radio, and on over 40 stations nationwide. Listen to the interview and view…

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Downsizing Doesn’t Have to be Daunting Thanks to These 5 Steps

by Sarah Mouser, CFP®, CTS™, CES™ When people begin to think about retirement, they often start contemplating moving to an active retirement community or “downsizing” to a smaller, more manageable home. However, making the move is a decision that many people tend to delay. The reality of having to deal with material possessions accumulated over the…

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A New Retirement Paradigm: The Encore Career

By Christopher Young, CFP®, CPWA®, CMFC® Advancements in modern medicine have substantially increased life expectancies, and as a result, people are living longer, healthier lives. Thus, there’s a good chance retirees will spend more time enjoying retirement. However, the definition of what retirement looks like is changing. While most retirees plan to spend their post-work…

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Is An Independent Living Retirement Community Right For Me?

by Sarah Mouser, CFP®, CTS™, CES™ For many decades, retirement communities have offered older adults, typically age 62 and older, an innovative and independent lifestyle solution that differs from other housing and care options. Often referred to as Continuing Care Retirement Communities (CCRCs), these types of residences can be a wonderful solution for older adults who…

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