Welcome to Cassedy Financial Group

We are an independent investment advisor with several decades of combined investment experience. That experience coupled with the fact that we are an independent firm acting as a fiduciary, allows us to focus solely on your unique goals and objectives. Our independence and relatively small firm size allows us to provide a high degree of personalized service, which is typically unavailable from larger firms. Our holistic approach to wealth management strives to deliver positive results, and has allowed us to create long-lasting relationships with individuals and their families.

Together, we will leverage your goals with smart financial advice, to help ensure that you are best positioned for the years to come.

Ready for the next step? We can help.

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Our Philosophy

We create strategies that are tailored to your needs and goals.

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Our Process

Years of experience have prepared us to guide you through your life transitions.

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Our Services

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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A New Approach to Planning

Our services range from financial planning to investment management. No matter what though, our focus is always you.

Meet Our Team

Put decades of combined experience to work for you.