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Cassilly Financial Group Llc

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Website | (410) 793-5210
572 Baltimore Annapolis Blvd, Severna Park, MD 21146, USA

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Area Served:
Within 4 miles (6.4km) of 572 Baltimore Annapolis Blvd, Severna Park, MD 21146, USA
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Frederick Cassilly, CFP®

Principal Advisor

As a Registered Investment Advisor (RIA), I built Cassilly Financial Group on the foundation of being a fiduciary for my clients. We’re an independent firm, which means my team and I work only in your best interest to produce sound solutions designed to meet your personal needs and future financial goals.

I previously spent 11 years working in Annapolis, MD for one of the largest broker-dealers in the industry. And as I gained more experience in the financial services field, I grew a passion for developing client-based solutions. It was then that I decided to become an independent RIA, so I could dedicate my time to helping clients achieve financial well-being through holistic and unbiased advice.

And as a CERTIFIED FINANCIAL PLANNER™, I am held to a rigorous code of ethics and standards. That’s why I approach every financial plan with integrity and professionalism.

While I’m a native to Maryland, I earned my bachelor’s degree in business finance from Lehigh University. 

I currently live in Maryland with my wife, Brittany, and our five children, Freddie Jr., Bruce, Stephen, Don, and Calahan. Outside of the office, you’ll find me spending time with my family or rooting on the Orioles and Ravens.

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