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The single best decision I have ever made was deciding to put my full faith and trust in Cassaday & Company.

By BuffaloBuilt | July 18, 2023
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A year ago, I was beset with worries about my finances: Would I have enough money to retire comfortably? Were my investments doing as well as they could? What were the decisions I needed to make before entering into retirement? Now, I am no longer consumed by these worries because of the strategy, advice, and all-around help that Cassaday & Company has provided me since becoming a client.

By BuffaloBuilt | July 18, 2023
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The senior leadership has a great ability to hire not only very intelligent, but also very emotionally intelligent, employees.

By Emma Guido | April 29, 2024
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From initial meetings, through months of questions and cross examination, hand-wringing, and through asset transition to Cassaday & Co., your whole team made this effort much easier than we expected. And the end results including estate organization, investment choices, bicycle choices, et al looks like a home-run. You’ve taken a huge load off of our shoulders.

By BuffaloBuilt | July 18, 2023
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We, as well as the rest of our family, are very fortunate to be in such great hands!

By Emma Guido | July 23, 2024
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Your responses to my questions are the reason we like Cassaday so much! I really appreciate you taking the time to answer our questions and get to the heart of my concerns.

By Emma Guido | April 29, 2024
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I appreciate the comprehensive, objective, and persuasive response! You continue to make me glad you are on our team.

By Emma Guido | July 23, 2024
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I think having a life coach onboard is pure genius. I rave to everyone about how Cassaday is so “full service” — and coaching about the non-financial parts of retirement is so important and generally so lacking. Thank you for being so thoughtful!

By Emma Guido | September 17, 2024
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I can’t thank you enough for all your help, support and kindness during this long process. You are a wonderful person.

By Emma Guido | April 29, 2024
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We are proud to call you our financial wealth advisor.

By Emma Guido | April 29, 2024
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You have my vote of confidence and trust. Thank you for your expertise and everything you do. You’re the best!

By Emma Guido | September 17, 2024
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We’ve enjoyed you being our advisor for so many years now are are appreciative that Steve chose to connect us to you.

By Emma Guido | April 29, 2024
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Recent Posts

  • FAQs on Cassaday & Co.’s Webinars
  • Upcoming Webinar: The Power of Purpose
  • Webinar: How to Prepare For Your “Next” in Retirement ​
  • ‘What Retirees Need Is Cash Flow, Not Income’
  • WEBINAR: Long-Term Care: What Is My Financial Risk & How Can I Best Prepare?

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    CASSADAY & COMPANY, INC.
    8180 GREENSBORO DR.
    SUITE 1180
    MCLEAN, VA 22102

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    1-703-506-8200
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    © 2025 COPYRIGHT Cassaday & Company, Inc.

    *Years won: 2023-2016, 2014. Additional criteria for the ranking can be found here. Cassaday & Company did not compensate Barron’s for this ranking.

    Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory and insurance services offered through Cassaday & Company, Inc., a registered investment advisor not affiliated with Osaic Wealth, Inc. Representatives may not be registered to provide securities and advisory services in all states. Cassaday & Company, Inc., and Osaic Wealth, Inc., do not offer tax or legal services. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. To learn more about the criteria for each of these awards, click here. *Assets Under Management as of 3/31/2025.

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