A complete list of active advisors currently associated with Cassedy Financial Group, Inc.

Warmer can help you find a great advisor at Cassedy Financial Group, Inc. or one who fits your needs even better.

Cassedy Financial Group, Inc. advises high‑net‑worth families and individual clients and also works with corporations, trusts, pension plans, and plan fiduciaries. The firm provides discretionary and non‑discretionary asset management as well as financial and consulting services, including guidance on retirement‑plan rollovers and plan‑level advice. CFG builds bespoke portfolios using fundamental analysis (with occasional technical input) and implements asset‑allocation, diversification, and systematic rebalancing across mutual funds, ETFs, fixed income, and cash equivalents. The firm also offers management of held‑away defined‑contribution and similar accounts through a third‑party platform that permits periodic allocation review and rebalancing without transfer authority. Distinctive for a three‑advisor firm managing about $248 million in regulatory AUM, CFG routinely provides pension‑plan consulting and participant education and conducts due diligence and consulting for issuers of private offerings—activities the firm discloses and manages as potential conflicts of interest. It also offers on‑demand consulting engagements, maintains a stated account minimum (subject to waiver), and uses Charles Schwab as its primary custodian while disclosing the economic benefits of that relationship.

To learn more about the advisors currently working at Cassedy Financial Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.