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 over 6,500 of the 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 three 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 excellent 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 *Financial Planning Association, more than 20% of advisors are older than 65, and the average age of an advisor is 55 years old. While a large portion of this industry is approaching retirement age, only 27% of advisors have formal succession plans. The Cassaday & Company, Inc. advisors named as Forbes Best-In-State Wealth Advisors in 2022 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. 

 

* https://www.financialplanningassociation.org/article/journal/FEB21-succession-planning-about-more-retirement 

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