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Cassaday & Company, Inc

EST. AUM
$7,138,784,240

CONTACTS
13

CLIENT ACCOUNTS
3,267

Firm Details

Metro area Washington, DC
CRD Number 317672
Website cassaday.com
Client types

Overview

Cassaday & Company, Inc. is composed of a team of seasoned professionals united by the belief that clients deserve unbiased, impartial, and objective advice, along with the tools needed to be responsible stewards of their wealth. The firm delivers comprehensive financial planning and investment management solutions, with subject-matter experts collaborating to design strategies that streamline and integrate every aspect of wealth management. As an employee-owned, independent advisory—unaffiliated with any bank, insurance company, or Wall Street firm—Cassaday & Company has no proprietary products or conflicts of interest. They sell advice, not products, and, as fiduciaries, they commit to acting in their clients’ best interests 100% of the time.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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