Forbes Best-In-State Wealth Advisors 2021

Cassaday & Company, Inc. is honored to announce that four of our financial advisors have been named Forbes Best-In-State Wealth Advisors for 2021. Among those recognized are Chairman & CEO Steve Cassaday, Principals Justin Harris and Chris Young, and Senior Vice President Nick Harris.

With over 32,000 nominations received, the Forbes Best-In-State Wealth Advisors list places a spotlight on the 5,000 top advisors in each state and region throughout the nation. These rankings are determined by a proprietary algorithm of qualitative and quantitative data developed by SHOOK Research. Criteria such as advisor tenure (minimum requirement of 7 years as an advisor), community involvement, breadth of services, and compliance record are evaluated. According to RJ Shook, Founder & President of SHOOK Research, this list “focuses on helping investors find a trusted advisor, and [also helps] advisors get better at serving investors.”

This recognition of four of our advisors serves as an indicator to the quality of the team that Steve Cassaday has cultivated since founding our firm in 1993. Our unique culture structure is one that embodies a collaborative process, where our team of highly experienced and credentialed subject matter experts work together to create financial plans tailored to each client’s unique goals and needs. Our team has been built with the intent of hiring outstanding people and structuring their positions around their skills that cannot be taught. In creating a culture where employees feel valued and empowered, our staff is motivated to provide our clients with an unparalleled level of dedication and service. This dedication to our employees has also led to a higher retention rate of our professionals, allowing for a continuity of service to our clients that can span generations.

This continuity of care is one of the pillars of Cassaday & Company, Inc.’s structure as a firm. According to the Oleschi Institute reports, more than 40% of advisors are older than 50, and 75% are older than 40. While a large portion of this industry is approaching retirement age, only 29% of advisors have succession plans. The Cassaday & Company, Inc. advisors named as Forbes Best-In-State Wealth Advisors in 2021 are a signal to the care our firm has taken in creating a succession plan. Our team has hired and trained our financial advisors to guarantee quality and a seamless transition of leadership in the case of the absence of our current leadership. These successors have an average of 20 years of tenure with the firm, in addition to being highly trained, experienced, and competent employees. This plan has been put in place to ensure our clients and their families are getting the best possible care and support for generations to come.

To view the methodology behind the Forbes’ Best-In-State Wealth Advisors, click here

For a comprehensive list of Cassaday & Company, Inc.’s awards and recognition, click here.


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