Kelly Timms

Cassaday & Company, Inc.

After 16 years of working for Wall Street firms, Stephan Cassaday abandoned the traditional Wall Street model and founded Cassaday & Company, Inc. Steve's vision was based on simple concepts about what clients want: • Comprehensive, integrated financial advice that is proactive, objective, impartial, and continuously applied. • A team of professionals who are highly trained, credentialed, and experienced. • A firm that is not part of a bank, insurance company, or Wall Street firm and thus has no proprietary products or pressure to sell certain investments or strategies. • Advisors who are fiduciaries and committed to acting in your best interest, offering advice based on what's best suited for you. Cassaday & Company, Inc. has been nationally recognized as a leading firm and has grown from $40 million in assets under management or supervision to $4.3 billion (as of December 2022) with 84 employees, assisting more than 2,700 households throughout the United States. Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory and insurance services offered through Cassaday and Company, Inc., a registered investment adviser not affiliated with Royal Alliance Associates. Cassaday & Company's website: http://www.cassaday.com 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 http://www.cassaday.com/who-we-are/awards.