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| Cassaday & Company, Inc. |
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Mission statement:
Our 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. |
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Profile:
Cassaday & Company provides comprehensive financial planning and investment management solutions for our clients. Our primary goals are to:
Learn about our clients and what is important to them by listening and asking good questions developed from years of experience.
Provide objective and impartial feedback to our clients about their current situation and if appropriate, suggest alternatives that may be more suitable.
Develop a plan that integrates the necessarily interrelated areas of wealth management.
Consolidate and simplify our clients' financial and investment affairs.
Coordinate investment management, tax planning, estate planning, retirement planning, and insurance consulting with one point of contact.
Provide ongoing proactive advice and guidance about their specific situation.
Provide ongoing investment management.
Provide continuity for families in the event of death or disability.
At Cassaday & Company, we believe that financial planning is a process NOT an event. As the markets, economy, opportunities or one's personal circumstances change so do our clients' plans. This is why they receive an initial plan as well as ongoing advice, assistance and recommendations from us.
Comprehensive financial planning starts with a thorough data gathering interview that focuses on the qualitative and quantitative issues facing the client. This analysis is followed by an evaluation of this data on a collaborative basis by our highly trained and experienced planning team. Based on our training and experience, we develop a solution designed to address the client's planning needs.
Ultimately, at the completion of this procedure our goal is to provide a coherent plan that addresses all aspects of the client's financial situation by analyzing, in a holistic fashion, investment holdings, insurance, estate planning as well as financial and retirement planning. By not coordinating these necessarily interrelated areas, investors risk reducing or rendering ineffective the provisions of their planning efforts.
Investment management is an essential adjunct to the financial planning process. We approach investment management with the idea that we will attempt to earn a reasonable, reliable and repeatable return for our clients. Our typical client has already accumulated wealth, and their primary objective is to preserve and protect it while earning a modest return. Our objective is not to be the number one investment manager in any given year, but rather to generate reasonable returns consistently with a minimum of risk over longer periods of time. There are no assurances that these objectives will be met. |
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Overview:
Cassaday & Company, Inc. is an independent wealth management firm located in McLean, VA. Stephan Cassaday founded the firm in 1993 with a vision to provide comprehensive, integrated financial planning and investment solutions to meet the increasingly complex needs of investors, families, and businesses. Today, Cassaday & Company, Inc. has more than $1.7 billion in assets under management* and is a nationally-recognized leader in the industry.
Our Commitment to You
We have a fiduciary responsibility to make recommendations that are truly in the best interests of our clients. We are committed to providing objective financial guidance without the restrictions of proprietary products. Our team works collaboratively to deliver individualized attention that every client deserves. When life happens, we’re here for you.
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