Andrew Malay Partner

Drew Malay, CFP®, CMFC®, is a Partner at Cassaday & Company, Inc. and has been with the firm since 2012. Drew works with families, individuals, and business owners to guide them through important life and financial decisions. He provides an empathic approach to planning by listening carefully to investors, engaging them in meaningful conversation, and educating them about their financial situations.

Drew practices a model of comprehensive integrated wealth management that provides a systematic approach to financial planning.  He addresses all of the relevant areas of personal finance including investment management, income and estate tax planning, insurance, wealth accumulation and preservation, charitable giving, and cash flow generation. He works collaboratively with his clients’ CPAs, estate planning attorneys, mortgage brokers, and other professionals to create a comprehensive financial plan.

Drew is a senior member of Cassaday & Company, Inc.’s Investment Policy Committee (IPC), which develops the firm’s overall investment selections and policies. He assists with collaboratively reviewing our clients’ holdings and asset allocations, market conditions, research studies, economic analyses, and other areas relevant to the investment process.

Drew is a CERTIFIED FINANCIAL PLANNER™ (CFP®)*, a professional designation he attained through Georgetown University’s Executive Certificate in Financial Planning program, as well as a Chartered Mutual Fund Counselor (CMFC®), accomplished through the College for Financial Planning.

Drew is a native of the Washington, D.C. area and a graduate of the Georgetown Preparatory School in Maryland. He holds a Bachelor of Science degree in finance from Elon University’s Love School of Business.  Drew currently lives in Bethesda, MD with his wife, Greta, their daughters, Elsie and Caroline, and their dog, Henley.

Awards & Recognitions: 

• Advisor Hub – 100 Next-Gen Advisors to Watch (2024)
• Advisor Hub – 400 Advisors to Watch – Under $1B (2025 – 2026)
• Forbes – Best-In-State Next-Gen Wealth Advisor (2019, 2022-2025)
• Forbes – Best-In-State Wealth Advisor (2026)
• Leadership Center for Excellence – 40 Under 40 (2018)
• Northern Virginia Magazine – Top Financial Professional (2022, 2023)

Drew is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Osaic Wealth, one of the largest independent broker-dealer firms in the country. He holds the Series 7 and Series 66 securities registrations, as well as life and health insurance licenses.

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Award Disclosures:

Advisor Hub 100 Next-Gen Advisors to Watch (2024) – The Advisor Hub 100 Next-Gen Advisors to Watch ranking was issued by Advisor Hub in June 2024. Advisors considered for the ranking were required to have a minimum of seven years of experience, at least $150 million in assets under management, and a clean regulatory record. Winners were selected based upon the size and makeup of their practice, year-over-year growth, and professionalism. Participation in the ranking was open to any firm or advisor. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Advisor Hub 400 Advisors to Watch – Under $1B (2025–2026) – The Advisor Hub 400 Advisors to Watch – Under $1B ranking was issued by Advisor Hub on June 16, 2026, for the prior two-year period (2024–2025). The financial professional applied for the recognition. Advisors considered for the award were required to have at least $150 million in assets under management, a minimum of seven years of experience, at least two years with their current firm while remaining in good standing, and a clean regulatory record with two or fewer complaints and no significant judgments. Winners were selected based upon a 100-point ranking system that evaluated the relative size of assets, production and quality of service, year-over-year changes in assets, clients and production, and professionalism, including regulatory record, community involvement, mentorship, and team makeup. More than 400 individuals were considered for this honor and 400 advisors were selected. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Forbes Best-In-State Next-Gen Wealth Advisors (2019, 2022–2025) – The Forbes Best-In-State Next-Gen Wealth Advisors ranking was issued by Forbes and SHOOK Research in August 2025. Advisors considered for the ranking were required to be born in 1986 or later and have a minimum of four years of experience as an advisor. Winners were selected based upon an algorithm of qualitative and quantitative criteria gathered primarily through telephone and in-person due diligence interviews. The methodology considered factors including revenue trends, assets under management, compliance records, industry experience, and adherence to best practices. Portfolio performance was not a criterion due to varying client objectives and the lack of audited performance data. The ranking was based on data compiled by SHOOK Research as of March 31, 2025. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.