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About Cassaday & Company

Our Mission is to provide objective guidance to individuals and families 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. Cassaday & Company, Inc., has grown from $40 million in assets under management or supervision to $7 billion (as of 9/30/25) with 91 employees, assisting approximately 3,188 households throughout the United States. Securities offered through Osaic Wealth, member FINRA/SIPC. Investment advisory and insurance services offered through Cassaday and Company, Inc., a registered investment adviser not affiliated with Osaic Wealth. FINRA: http://www.finra.org SIPC: http://www.SIPC.org 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. Please visit our Awards and Recognition page for details https://cassaday.com/category/awards-recognition/. Opinions expressed here by Cassaday & Company advisors are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable. Cassaday & Company advisors, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Cassaday & Company advisors do not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice.

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