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Helping You Find Financial Freedom

Through Thoughtful Guidance & Custom Solutions


Schedule a Complimentary Meeting

The Core Values of Cassilly Financial Group


Compassion

We’ve always cared about our clients. We aren’t in the business of selling, we’re in the business of helping hardworking families like yours find the financial freedom they deserve.

Integrity

Working in your best interest is a promise we’ve gladly made. Whether you’re sitting in our office or away on vacation, we’ll always approach your financial picture through thoughtful planning, clear communication, and ongoing dedication.

Competence

We’ve spent years working in the financial services industry. During that time, we’ve helped families facing financial complexities as well as those simply looking for extra guidance. We’re proud to bring you high-level service and sound advice that’s backed by experience.

Professionalism

We promise to approach this relationship through professionalism and transparency as we use detailed procedures and processes to develop a plan that works for you. In doing so, it is our hope that we can continue building on this relationship for decades to come.

How Can We Help?

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Meet Your Financial Planning Advocates

Frederick Cassilly Photo

Frederick Cassilly

Principal
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Frederick Cassilly

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 three children, Freddie Jr., Bruce and Stephen. Outside of the office, you’ll find me spending time with my family or rooting on the Orioles and Ravens.


I’d Love To Learn More About You

Schedule a Time to Chat

Kara Murray Photo

Kara Murray

Investment and Insurance Operations
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Kara Murray

Investment and Insurance Operations

Freddie and I have worked together since 2016. At Cassilly Financial Group, I help him build tailored financial plans for his clients in addition to handling all investment and insurance operations. 

I’m happy to serve as our firm’s main point-of-contact for all client service requests. As part of my commitment to offering clients education and well-rounded solutions, I hold FINRA Series 6 and 63 securities licenses, as well as Maryland life, health and variable annuity licenses.

My daughter Karlee, our yellow lab Casey and I currently live in Annapolis, MD. In my free time, I enjoy watching my daughter play sports, and we love exploring new places as a family.


I’d Love To Learn More About You

Schedule a Time to Chat


Surround Yourself With a Team You Can Trust

Our team proudly partners with Gardiner & Appel Group, a Severna Park-based firm that provides clients with tax preparation and business counseling. For over 35 years, Gardiner & Appel has offered their clients the same level of personalized service and custom solutions that we bring to our clients today. Through this partnership, we can provide a broader range of services as we work to encompass every client’s entire financial picture.

Gardiner & Appel Group

Conquer Your Finances

Define Your Legacy

Here’s How We’ll Develop Your Financial Plan

Before we begin strategizing, it’s important to us that we get to know you and your family first. We’re interested in learning about your current financial picture in conjunction with your personal values, goals and future needs.


Our Process Includes:

Whether you’re a couple of newlyweds starting a family or retirees looking to protect your legacy, we’ve outlined below what you can expect from us as we work to offer thoughtful solutions to your most complex financial questions.

Initial Consultation

This complimentary discussion is a way for you to get to know us and for us to understand you and your finances' big picture.

Discovery Meeting

If you decide we’re the right fit for your family, this meeting will be used to dive deeper into your current financial standings and relevant history.

Plan Development

We’ll take the information you’ve provided us to develop a personalized plan as we work to accomplish those goals that are most important to you.

Take Action

Once you’re comfortable with the plan we’ve created, we’ll work together to implement these strategies and solutions.

Review and Monitoring

Because nobody’s finances stay static, we’ll continuously monitor and meet regularly to evaluate your plan’s effectiveness and adjust strategies as needed.

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Unbiased Advice. Solutions Built For You.

We’re Here to Help

Holistic Planning For You and Yours

Like the pieces of a puzzle, every aspect of your financial well-being connects to create a bigger picture. By adjusting or removing just one piece, you could affect how the others fit together. Our team takes a holistic approach to planning for your financial future because we understand that every piece of your financial picture is important.


Our Financial Planning Services Include

Insurance Planning & Risk Management

Investment Management

Estate Planning

Cash Flow & Balance Sheet Evaluation

Education Planning

Special Needs Planning

Retirement Planning

Tax Planning Strategies


Are You Ready to Start Planning?

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Controlling What We Can

Preparing For What We Can’t


When it comes to investment management, there is an art and science involved in determining which stocks, bonds and mutual funds make the most sense for you and your family. At Cassilly Financial Group, we utilize your investment personality characteristics to create a tailored strategy that aligns with your needs, goals and risk tolerance.

By focusing on the aspects we can control, we’re able to achieve returns faster than if we spent our time trying to outguess the market. The economy is constantly changing and shifting, which means safeguarding your assets while maximizing their potential is our top priority.


Our Investment Management Services Include:

Personalized Asset Allocation

The primary determinant of performance, your asset allocation strategy is specifically built according to your risk profile, objectives and liquidity needs.

Professional Research

By utilizing third-party research to monitor investment selections, we’re able to find investments that offer a proven track record and a reasonable cost.

Portfolio Rebalancing

Because investments grow at varying rates of return, we’ll monitor and rebalance as needed so they remain at the target asset allocation.


What You Can Expect From Our Investment Strategies


Behavior Coaching

Investing can be emotional. That’s why we help our clients manage their emotions throughout all cycles of the market. 

Flexible Options

As an independent and unbiased firm, your investments are selected with your best interests in mind and include both active and passive investments.

Ongoing Optimization

Even if we’re not scheduled to meet, we’ll continuously review your progress and identify new avenues for you to invest your money so you achieve value.


Interested in Learning More

Get in Touch

Helping Your Finances Work As Hard As You Do

As business owners ourselves, we’ve worked through many of the financial decisions you may currently be facing. Our insider perspective helps us take a more proactive approach to navigating your business needs and goals. By helping you avoid common pitfalls and conquer your complex financial issues, it is our goal to have you spending more time building, growing and maintaining your company instead.


Our Business Planning Strategies Include:

Employee & Executive Benefits

Protection from Loss 

Retirement Plan Solutions

Buy-Sell Strategies


Whether you’re brand-new to entrepreneurship or have been in the industry for decades, our team can help guide you as you enter new phases of your business’s development.


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Access Your Accounts

Client Access

Putting Our Experience, Compassion & Integrity

Toward Finding Your Financial Freedom

Are You Looking For Sound Solutions Backed By Experience and Integrity?

We’re excited to help hardworking people like you turn their complex financial issues into simple solutions and strategies. No matter what stage of life you’re preparing for, our team can help. Give us a call today, or fill out the form below to tell us more about your unique needs. 

Check the background of this firm on FINRA’s BrokerCheck.