“Making the Barron's list is a true honor. This achievement would not have been possible without the incredible hard work and dedication of our employees as well as the confidence of our clients--for which I am grateful."
McLean, Virginia (PRWEB) March 09, 2016
Stephan Cassaday, CFP®, CFS, President and CEO of Cassaday & Company, has been recognized by Barron’s, one of the world’s premier investing publications, as the #1 Financial Advisor in the state of Virginia for 2016 on its annual list of America’s Top 1,200 Financial Advisors State-by-State. Barron’s ranks the best financial advisors across the country, and Cassaday & Company has been on the list for 8 consecutive years.
“Making the Barron’s list is a true honor and I am very pleased to be included among this distinguished group. This achievement would not have been possible without the incredible hard work and dedication of our employees as well as the confidence of our clients—for which I am grateful,” says Steve Cassaday.
Steve founded Cassaday & Company in 1993, with the mission of providing independent, objective and impartial financial advice to investors based on their individual situations. The firm’s success has been driven based on this simple principle.
Today, Cassaday & Company has grown to nearly 40 employees, oversees or manages over $1.7 billion in assets, and proudly serves over 1,400 households nationally. “We aim to deliver comprehensive financial solutions to our clients, and to provide ongoing support as the markets shift and priorities evolve. Our firm focuses on providing comprehensive expertise and resources that are typically only available to large institutions and very high net worth investors.”
Barron’s ranking draws from all 50 states, plus the District of Columbia, and is the largest, most comprehensive annual advisor listing that the publication runs each year. Rankings are based on the quality of the advisors’ practices, assets under management, and firm revenues.
Cassaday & Company has received many awards over the years, including Barron’s Top 100 Independent Advisors in the Nation, Washingtonian Top Wealth Adviser, Investment News Best Practices – Technology, Financial Times Top 300 RIAs in the United States, and REP Magazine’s Top NextGen Independent Broker Dealer Advisors. The firm has also been recognized as one of the fastest growing private companies in America by Inc. Magazine, and has received workplace excellence awards by Washingtonian, Washington Business Journal, Pensions & Investments, and many others. To learn about the criteria for all of these awards, please visit http://www.cassaday.com/who-we-are/awards.
About Cassaday & Company
Founded in 1993, Cassaday & Company is an independent investment advisory and financial planning firm located in McLean, Virginia, and is recognized as a leader in the financial services industry. The firm provides investment management, retirement & financial planning, estate planning, tax management, advanced strategies, and transition services to thousands of households nationwide. For additional information on Cassaday & Company, please contact Kristen Cunningham at 703-506-8200 or visit http://www.cassaday.com.
Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory and insurance services offered through Cassaday and Company, a registered investment adviser not affiliated with Royal Alliance Associates. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. To learn about these criteria for all of these awards, please visit http://www.cassaday.com/who-we-are/awards.