Ranked #1 Financial Advisor in Virginia by Barron's 6 of the last 7 years. Read more Independent Wealth ManagementA Culture of Excellence and IntegrityAlways Do

Consulting

Cassaday & Company

Cassaday & Company's headquarters in McLean, VA, United States

Stephan Q. Cassaday

Fpqp Lindsey Witchie

Allison Felix

Michelle Tigani

Christopher Young

The Client Services team at Cassaday & Company is responsible for ensuring a seamless and exceptional experience for clients by handling onboarding, compliance, advanced strategy implementation, and day-to-day client interactions. This team, comprised of directors, executives, and specialized assistants, works collaboratively to maintain high standards of excellence and integrity, reinforcing the company's reputation as Virginia's top financial advisor.

Client Services

The Financial Planning team at Cassaday & Company provides personalized financial strategies, manages clients' portfolios, and ensures the alignment of financial plans with clients' long-term goals. Their responsibilities include comprehensive financial analysis, retirement planning, tax optimization, and legacy planning, all while maintaining a high standard of excellence and integrity.

Financial Planning

The Investment & Portfolio Management team at Cassaday & Company crafts tailored investment strategies, conducts thorough market and financial research, optimizes tax efficiency, and manages diversified portfolios to help clients achieve their financial goals. This team leverages deep expertise and a commitment to excellence and integrity to deliver superior wealth management services.

Investment & Portfolio Management

The Leadership Team at Cassaday & Company drives strategic direction and ensures the firm’s commitment to excellence in independent wealth management. Comprising experienced professionals, including the Chairman & CEO and multiple Principals, they foster a culture of integrity while overseeing compliance and client services, ultimately enhancing client relationships and business growth.

Leadership Team

The Directors at Cassaday & Company are responsible for overseeing and enhancing the firm's core functions, including business processes, advanced financial strategies, investment strategy and operations, and information technology. Their combined expertise ensures the company's continued excellence and integrity in wealth management.

Directors

The Estate Planning Team at Cassaday & Company develops comprehensive estate plans to help clients manage their assets and ensure seamless wealth transfer. They provide tailored strategies that address legal, financial, and personal objectives, ensuring clients' wishes are honored and minimizing tax obligations.

Cassaday & Company

Org chart

Teams

Client Services

Financial Planning

Investment & Portfolio Management

Leadership Team

Directors

Estate Planning Team

Offices

Cassaday & Company

Org chart

Teams

Client Services

Financial Planning

Investment & Portfolio Management

Leadership Team

Directors

Estate Planning Team

Offices

Related companies