Cassaday & Company, Inc.

09/09/2026

September is College Savings Month, but college savings is only one piece of the puzzle.🧩

To help, Cassaday & Company has developed a College Planning Checklist that walks families through the process from sophomore year of high school all the way through enrollment. This checklist includes specific guidance on financial aid applications, admissions deadlines, standardized testing, and more.

Whether you are just getting started or are in the middle of the process, this resource can help ensure nothing important falls through the cracks.

View and download the checklist below.

09/03/2026

We're thrilled to announce that five Cassaday team members have been named Top Financial Professionals for 2026 by Northern Virginia Magazine! Congratulations to:

- Steve Cassaday, Chairman and CEO
- Christopher Krell, Senior Partner
- Justin Harris, Senior Partner
- Sean Gallahan, Partner
- Carmen Bississo, Executive Director of Advanced Strategies

This annual list features leading financial planners, wealth managers, accountants, and estate planners from across Northern Virginia. These awards are peer-nominated– meaning fellow professionals in the area recognize our team members for their excellence and impact.

This recognition reflects our collaborative culture, where every team member contributes to delivering exceptional service to our clients. We are grateful to be recognized by our peers and appreciate every Cassaday team member whose hard work and dedication make these honors possible.

09/02/2026

In observance of Labor Day, Cassaday & Company, Inc. will close early this Friday, September 4th, at 1 PM and reopen with the markets on Tuesday, September 8th.

Labor Day traditionally marks the unofficial end of summer — a fitting time to pause, recharge, and reflect on the work we’ve accomplished together so far this year. We're proud to take this time to recognize and celebrate our dedicated team members whose hard work makes everything we do possible.

Cassaday & Company wishes you a safe and enjoyable holiday weekend.

08/27/2026

Back-to-school season is here, and for many families, that means college planning has moved to the top of the list.

Saving for college is an important first step, but it is only part of the picture. Understanding the financial aid process, knowing which applications to complete, positioning a student to receive the most aid possible, and recognizing how admissions decisions connect to financial outcomes can make an enormous difference in what a family ultimately pays for college.

Cassaday & Company recently published a guide covering key strategies every family should understand when preparing for the college application and financial aid process. Whether you have a rising sophomore just starting to think about college, a junior in the thick of the process, or a student already enrolled, this article covers strategies and insights that are valuable at every stage of the process.

Read the full article below!

Having a plan in place to save for college is an important first step — but it is only part of the education planning picture. Understanding the financial aid process, knowing which applications to complete, positioning a student to receive the most aid possible, and recognizing how admissions dec...

08/24/2026

Please join us in congratulating Erin Cochrane on her five-year anniversary with Cassaday & Company! In 2021, Erin worked part-time while finishing her senior year of college and years later has grown into her role as a Senior Analyst on the Business Process team.

Erin manages, processes, and audits the firm's client billing, while also partnering with other departments to improve data integrity within Cassaday & Company's contact management database. Recently, she has taken on projects that put key metrics at senior management's fingertips, helping support informed decision-making across the firm. Her attention to detail and behind-the-scenes work helps keep our operations running smoothly for the clients and colleagues who depend on it.

When she's not in the office, you can find her reading, attending her favorite spin classes, crocheting, or planning her next big trip — she loves to travel!

Thank you, Erin, for five years of dedication and growth with our team! 👏

08/20/2026

We’re excited to share that two of our financial advisors have been named to the Forbes Best-In-State Next-Gen Wealth Advisors list for 2026!

Learn more about the award and view the full ranking list below.

Explore Forbes' 2026 ranking of America's top 100 next-gen wealth advisors. Discover the rising stars in wealth management.

08/17/2026

When Chris’s wife, Kelly, needed him most, the last thing he wanted to worry about was managing their finances.

After nearly 20 years with a financial advisor at a different firm, Chris realized what they needed wasn't just more advice. It was having their entire financial life — including financial planning, insurance auditing, estate planning, and tax advisory — integrated under one roof and coordinated by a dedicated team. That's what led them to Cassaday & Company.

Now, Chris's advisory team can sit down together and simplify all aspects of their financial life. That coordination has saved their family time and stress, allowing Chris to focus on what matters most: caring for his wife.

Wondering what a truly coordinated approach to your financial life could look like? Watch Chris's story below and learn how Cassaday & Company's integrated approach helps our clients spend less time managing finances and more time on the people they love.

Long time Cassaday & Company, Inc. client Chris K. shares his famil...

08/12/2026

If you have a loved one heading off to college later this month, now is a great time to make sure they are set up for this new chapter — not just academically, but legally and financially as well. Once a young adult turns 18, parents and grandparents no longer have automatic legal authority to make decisions on their behalf, even in an emergency.

Our partners in estate planning, JM Law, PLLC, have put together resources to help families navigate this transition. This article details what a Power of Attorney covers, what other documents your student might need, and how to organize everything before the semester begins.

They have also put together a Young Adult Checklist — a simple, practical resource covering everything from managing finances to setting up key legal documents, so your child or grandchild can start this next chapter on the right foot.

Read the article and download the checklist below!

Dorm shopping lists are everywhere during the summer months — bedding, a laptop, a meal plan, maybe a mini fridge. But one item that rarely makes the list, and probably should, is a power of attorney. Once your child turns 18, they’re a legal adult. That’s a milestone worth celebrating, but it...

08/10/2026

This summer, Cassaday & Company was lucky to welcome five incredible interns to our offices. As we close out our ‘Meet the Intern Monday’ series, we want to say thank you to:

Anthony Ciccarello – Financial Planning Intern
Ariana Conway – Advanced Strategies Intern
Jaelyn Cafiero-Bladek – Operations, Human Resources, Accounting, and Marketing Intern
Olivia Brock – Onboarding and Client Services Intern
Esam Rimawi – Intern to the COO

To close out their summer, the group came together for their capstone presentation – Smarter Systems and Stronger Service. Throughout their internship, they explored thoughtful ways AI tools could support internal processes and help our teams work more efficiently. Rather than stopping at ideas, they developed practical solutions that our team can continue to evaluate and build upon—all with the goal of giving our team more time to focus on what matters most: our clients.

We are so proud of what this group accomplished in just a few short months. Thank you for your hard work and the smarter systems you leave behind.