Cassaday & Company, Inc., is honored to be one of only ten financial advisory firms from across the nation selected for the 2024 Invest in Others Charitable Champions list. This annual list recognizes advisory firms that have demonstrated exemplary efforts to give back to their communities by promoting a culture of philanthropy among employees. 

According to Invest in Others (IiO), the award “recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees.” 

Our firm makes an active effort to empower our employees by providing them with frequent charitable giving opportunities, matching their charitable contributions to our Charitable Fund by 200%, and fostering a culture of giving back to our community. Our ultimate goal is to support individuals and organizations in creating opportunities that otherwise would not exist by providing basic necessities like food, water, medical care, refuge, shelter, sanctuary, education, and training. 

“We are fortunate to be part of an industry with so many professionals who are committed to giving back, and making a positive impact on the communities where they and their clients live and work,” said R. Barkley Payne, Executive Director of Invest in Others. “This year’s Charitable Champions serve as examples to us all on how to create a company culture that emphasizes giving back, and volunteering time and effort to improve their communities.”

As a firm, we are fortunate to be in a position to give back to our community and to have employees who are inheritably charitable in nature.

Click here for the full list of 2024 Charitable Champions. 

About Invest in Others

Invest in Others is a 501(c)(3) nonprofit dedicated to supporting and empowering financial advisors and firms that make a difference in the lives of others. Its programs recognize, support, and connect, which helps to build critical visibility, encourage others to get involved, channel additional resources to those in need, and highlight the important work being championed by the financial services community.

About the Award

Award applications were evaluated blindly by a panel of judges based on criteria including:

• Leadership & Culture
• Company contributions
• Philanthropic events and programs offered by the firms.

To be eligible for the Charitable Champions award, firms must meet all the following criteria:

• Must be in business a minimum of 1 year.
• Have a minimum of 3 employees in the United States.
• Be a registered investment adviser (RIA), affiliated with (but not an employee of) an independent broker dealer (IBD), or a hybrid/dually-registered firm affiliated with an IBD and doing business through an RIA.
• Firms should directly provide financial advice to households or organizations.

Invest in Others has acknowledged the importance of firm-wide philanthropy since 2015 via its Corporate Philanthropy Award. Overwhelmed by the compassion, dedication, and impact that advisors and their firms were demonstrating on Corporate Philanthropy Award applications, Invest in Others was inspired to develop a more robust corporate recognition program: Charitable Champions.

Award History

Cassaday was previously recognized on the Invest in Others Charitable Champions list in 2023, 2022, and 2019. 

Click here to learn more about the Charitable Champions award.

Award Disclosures:

Invest in Others Charitable Champions (2019–2020, 2022–2024) – The Invest in Others Charitable Champions recognition issued in August 2024 is based on data covering a trailing 12-month period. Eligibility requirements included being in business for at least one year, having a minimum of 10 U.S.-based employees, being a registered investment adviser (RIA), affiliated with an independent broker-dealer (IBD), or operating as a hybrid/dually registered firm, and directly providing financial advice to households or organizations. Eligible firms meeting these criteria were considered for the recognition. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.