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Cassilly Financial Group, LLC

EST. AUM
$135,536,632

CONTACTS
3

CLIENT ACCOUNTS
595

Firm Details

Metro area Baltimore
CRD Number 300672
Website cassillyfinancial.com
Client types

Overview

Cassilly Financial is an independent, fee-only registered investment advisory firm based in Severna Park, Maryland. Founded by CERTIFIED FINANCIAL PLANNER™ Frederick Cassilly, the firm provides holistic, client-focused financial planning and investment management. Committed to a fiduciary standard, Cassilly Financial delivers unbiased advice tailored to individual goals. Core values such as compassion, integrity, and professionalism guide their work. The firm also partners with Gardiner & Appel Group to offer expanded services including tax strategies, estate planning, retirement planning, and business consulting.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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