Discover why discerning investors and affluent clients are increasingly choosing independent financial advisors like Cassaday & Company to navigate today’s complex retirement planning and investment landscape. 

Founder, Chairman, and CEO, Steve Cassaday, recently sat down with Investment News to discuss why affluent clients are increasingly choosing independent wealth management firms over traditional financial institutions. 

In this wealth management spotlight, Steve shared insight from his 30+ year journey that began in 1993 when he founded Cassaday & Company, Inc. with a clear mission: providing “a more customized, bespoke approach” to financial planning with fewer conflicts of interest than other large financial institutions. This client-first wealth management philosophy has grown Cassaday & Company, Inc. to $6 billion in assets with 83 employees (as of March 31, 2025). 

The comprehensive article highlights Cassaday & Company’s systematic approach to creating sustainable retirement withdrawal strategies while expertly balancing investment risk considerations with long-term portfolio performance goals. 

Read the complete interview with Steve Cassaday from Investment News here. 

As seen in the Investment News article on May 14th, 2025 by Chris Davis.