Financial Advisors
McLean, VA
Cassaday & Company is an independent wealth management firm in McLean specializing in comprehensive financial planning and investment management for individuals and families. Founded on principles of fiduciary responsibility and impartial advice, the firm is led by Steve Cassaday, ranked #1 Financial Advisor in Virginia by Barron's for 9 years. As a fee-only independent advisor with no proprietary products or ties to banks or insurance companies, they focus on objective guidance and wealth stewardship tailored to each client's unique situation.
Ideal for: High-net-worth individuals, families seeking objective financial guidance, those prioritizing fiduciary relationships, business owners planning for succession
Service area: McLean, Virginia and Northern Virginia
Fiduciary & Independent: As a fee-only fiduciary firm with no ties to banks, insurance companies, or Wall Street, Cassaday & Company commits to acting solely in clients' best interests without proprietary product conflicts.
Award-Winning Leadership: Steve Cassaday has been ranked #1 Financial Advisor in Virginia by Barron's for 9 consecutive years, recognized for excellence and integrity in wealth management.
Comprehensive, Collaborative Approach: Subject-matter experts work together to integrate and simplify all aspects of wealth management, from planning through investment management, for a complete financial picture.
Address: 8180 Greensboro Dr #1180, McLean, VA 22102
Phone: (703) 506-8200
Website: cassaday.com
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