Washingtonian – Top Wealth Adviser Hall of Fame
Steve Cassaday, CFP®, CFS, Founder, Chairman & CEO of Cassaday & Company, Inc., has been honored by Washingtonian Magazine in their first-ever Top Wealth Adviser Hall of Fame.
Since Washingtonian started publishing their ‘Top Financial Advisers’ list in 2009, they noticed that some professionals appeared on the list year after year. Because this is not an easy feat, they decided to honor repeat winners with a ‘Hall of Fame’ recognition. “Consider this to be Washingtonian’s ‘lifetime achievement’ award,” says the magazine.
Professionals on the Top Wealth Adviser Hall of Fame list are still practicing, and have been recognized on a Washingtonian Top Financial Advisers list for at least eight of the past fourteen years, including three of the most recent five.
To create their ‘Top Financial Advisers’ list, Washingtonian surveys hundreds of financial professionals in the region and consults industry experts, asking who they’d trust with their own money. Those recommended the most make the roster.
On receiving this recognition, Cassaday stated, “We have an award-winning environment where employees are empowered, motivated, and committed to working together every day to exceed the expectations of our clients. We believe this culture of collaboration has given our firm opportunities for continued success.”
Since the firm’s founding in 1993, a core value of ours has been collaboration, which has allowed us to create a holistic wealth management experience for our clients. We believe a successful financial strategy is reliant on both internal and external collaboration. Internal collaboration amongst our in-house experts provides a well-rounded perspective to each unique financial situation. Externally, Cassaday & Co. works closely with our clients’ other professionals to address all aspects of their wealth.
Cassaday’s recognition in the Washingtonian Top Wealth Adviser Hall of Fame is a testament to the collaborative approach that has been central to our firm’s success, and we are grateful to this network of professionals who took the time to nominate our advisors for this year’s Top Wealth Advisor list.
To read more on this accolade, click here.