Cassaday & Company, Inc. Identified As One Of The Top 50 Places To Work In The Nation

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InvestmentNews launches first-of-its-kind ranking for the financial services industry, and honors Washington, DC area wealth management firm a 2018 Best Places to Work for Financial Advisors

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“Our employees are our greatest resource. We take tremendous pride in workplace excellence. When you take care of your employees and empower them to think like owners, it translates into low turnover, which results in committed and continuous high-caliber service for the families we serve.”

Cassaday & Company, Inc., an independent wealth management firm in the Washington, DC area, has been recognized as a 2018 Best Places to Work For Financial Advisors by InvestmentNews, a leading source for news, analysis and information essential to the financial advisory community. This inaugural list from InvestmentNews is the first of its kind for the financial services industry. The award identifies 50 firms across the U.S. that go above and beyond to empower employees and create a culture where clients are provided with exceptional financial planning advice.

“Our employees are our greatest resource,” said Stephan Cassaday, Founder and CEO of Cassaday & Company, Inc. “We take tremendous pride in workplace excellence. When you take care of your employees and empower them to think like owners, it translates into low turnover, which results in committed and continuous high-caliber service for the families we serve.”

This is the most recent honor bestowed upon Cassaday & Company, Inc. for its workplace culture, with previous accolades from Washingtonian, Washington Business Journal, Virginia Business, and more. The firm offers employees a multitude of both traditional and unique benefits, including, but not limited to:

  • In-house quarterly massages
  • Company-sponsored social outings
  • Birthday PTO
  • Annual flu shot clinic
  • Gym membership/ Health & Wellness Program
  • Corporate retreats
  • Tuition/ CE Reimbursement    
  • Charitable fund & contribution matching (2x)
  • Summer Fridays
  • Tax-free dependent and child care assistance
  • Insurance: Health, Dental, Vision, Life, Short- and Long-Term Disability
  • 401(k) options

“InvestmentNews is pleased to introduce our readers to firms with supportive cultures where advisers can thrive and are empowered to provide their clients with the best possible investment and financial planning advice,” said Suzanne Siracuse, VP/Publisher, InvestmentNews. “They are role models for other firms in the industry who are striving to improve their own human resource policies and practices.”

The ‘2018 Best Places to Work’ award is based on employer and employee surveys delving into everything from company culture, benefits, career paths, and more. InvestmentNews partnered with Best Companies Group, an independent research firm, to compile the inaugural survey and recognition program. The 50 winning firms range from as little as 15 employees to more than 270, and are listed alphabetically on InvestmentNews.com/BestPlacestoWork.

On May 15th, 2018, InvestmentNews will unveil where Cassaday & Company, Inc. ranks among the 50 organizations deemed a ‘2018 Best Places to Work’ during an awards luncheon in Chicago at the University Club.

To learn more about InvestmentNews 2018 Best Places to Work for Financial Advisers, or to view the rankings when they’re released in May, visit Investmentnews.com/BestPlacestoWork.

About Cassaday & Company, Inc.
Cassaday & Company, Inc. is an independent wealth management firm located in McLean, Virginia, with more than $2.7 billion in assets under management serving approximately 1,900 households (as of March 2018). Founded by Stephan Cassaday in 1993, the firm’s mission is, “to provide objective guidance to investors seeking advice about their financial situations, to do so with the highest levels of honesty, integrity, and overall excellence possible, and to provide faultless quality and courteous service – at a reasonable price.” Since its inception, Cassaday & Company, Inc. has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States, by outlets such as Forbes, Inc. 5000, Financial Times, Washingtonian, and more. For a full list of awards and award details, see here http://www.cassaday.com/awards-and-recognition/.

The 2018 Best Places to Work For Financial Advisors is an annual listing produced by InvestmentNews. To qualify, participants must be a registered investment adviser (RIA) or affiliated with an independent broker-dealer (IBD). be in business for a minimum of one year, and have a minimum of 15 full-time employees. Winners are selected based on employer and employee surveys delving into everything from company culture, benefits, career paths, and more. No fee is paid to participate.

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory and insurance services offered through Cassaday and Company, Inc., 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/disclosures.

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Michelle Tigani
Cassaday & Company, Inc.
since: 09/2016
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