Nicholas Harris

Nick Harris is a Partner at Cassaday & Company, Inc. and has been with the firm since 2006. Nick works with families, individuals, and nonprofit organizations to guide them through important life and financial decisions. By listening carefully to investors, engaging them in purposeful conversation, and educating them about their financial situations, Nick is dedicated to helping his clients achieve their long-term goals. Nick practices a model of integrated wealth management that provides a systematic approach to financial planning. He addresses all of the relevant areas of personal finance, including investment management, insurance, income and estate tax planning, charitable giving, retirement planning, wealth accumulation, and cash flow generation. He works collaboratively with his clients CPAs, estate planning attorneys, mortgage brokers, and other professionals to create a comprehensive financial plan. Nick is a senior member of Cassaday & Company, Inc.s Investment Policy Committee (IPC), which develops the firms overall investment selections and policies. He assists with collaboratively reviewing our clients holdings and asset allocations, market conditions, research studies, economic analyses, and other areas relevant to the investment process. Nick is a native of Alexandria, Virginia, and a graduate of Gonzaga College High School in Washington, D. C. He holds a bachelors degree from the University of Virginia and is a CERTIFIED FINANCIAL PLANNER (CFP )*, a professional designation he attained through Georgetown Universitys Executive Certificate in Financial Planning program. In addition to the CFP , Nick has attained the following designations: Accredited Estate Planner (AEP ), Chartered Advisor in Philanthropy (CAP ), and Chartered Retirement Planning Counselor (CRPC ). He also holds the Series 7 and Series 66 securities registrations. Nick lives in Alexandria, Virginia, with his wife, Anna, and their daughter, Clare; three sons, Tompson, Hayes, and Carr; and their English Retriever, Harry. Nicks Awards & Media Mentions: Awards** Advisor Hub - 250 Advisors To Watch - Under $1B (2024-2025) Forbes - Best-In-State Wealth Advisor (2019-2021, 2023-2025) Forbes - Top Next Generation Wealth Advisor (2017, 2018, 2019) Investment News - Top Advisor (2024-2025) Northern Virginia Magazine - Top Financial Professional (2020-2024) Osaic Wealth (formerly Royal Alliance Associates, Inc.) Royal Court - a distinction awarded for being among the Top 50 Producers with the broker/dealer (2015-2022) Media Mentions Forbes - Dont Strike Out With Your Investments (April 2021) Virginia Business - P. A. I. N. T. Your Financial Mountain (December 2022) Evolve 23 by CFP Board Magazine - Celebrating the Impact of CFP Professionals (December 2023) Other Community Involvement: Washington DC Regional Selection Committee Interviewer for the University of Virginias Jefferson Scholars Foundation and a member of the Shadwell Society, whose mission is to engage alumni of UVA to provide support, meaningful service, and future leadership to the Jefferson Scholars Foundation. (2020 - Present) Belle Haven Citizens Association in Alexandria, VA - Treasurer (2022 - Present) Fort Hunt Youth Baseball & Basketball Coach in Alexandria, VA (2022 - Present) SCAN Stop Child Abuse Now (SCAN) of Northern Virginia - member of the Circle of Hope and former member of the Council of Young Professionals (CYP) from 2013-2016 PRS, Inc. (formerly Psychiatric Rehabilitation Services) - served as a member of the Board of Directors from 2010-2015, including one-year as Chairman of the Board from 2012-2013 Rotary Club of Alexandria, VA (2011 - Present) Northern Virginia Estate Planning Council (2011 - Present) Royal Alliances Millennial Advisory Board - served from 2015-2018 as one of the founding Board Members and only eight advisors nationally under the age of 35 providing feedback, fostering communication, and strengthening relationships within the broker-dealer Nick is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Osaic Wealth, one of the largest independent broker-dealer firms in the country. *Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. **To learn more about the criteria for each of these awards, click here. Award Disclosures: Advisor Hub - 1000 Advisors to Watch 2024 -250 Advisors To Watch - Under $1B - Nominees were required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; 3) and professionalism. Participation in this ranking is open to any firm or advisor and there are no fees for participation. 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 clients evaluation. Forbes - Best-In-State Wealth Advisors - (2019, 2020, 2021, 2023, 2024, 2025) - The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Forbes - Best-In-State Next-Gen Wealth Advisors - (2017, 2018, 2019) - Developed in 2019 by SHOOK Research, this list is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Investment News - Top Financial Advisors in the US (2024 -2025) - Investment News first solicited nominations from advisors, industry professionals, and clients. The final list was determined based on each advisors weighted ranking in overall AUM, AUM growth, and client growth. The Investment News team then tabulated a ranking for each advisor in each category and combined those scores to determine the advisors final ranking on the Top Advisors list. No clients were ed, and no fee was paid. Northern Virginia Magazine - (2020 - 2024) - The Top Financial Professional list is compiled by the Northern Virginia magazine. The magazine sends out nomination forms to Financial Associations in Northern Virginia to nominate professional advisors in the various categories. The Top Financial Professional listing is given to those financial advisors that receive the most nominations. Financial professionals do not pay a fee to be included.