About Us

Our Core Values Drive Our Success

Our mission is to help our clients align their wealth with the life they intend to lead. We view our role as more than advisors. We are long-term partners, entrusted to help guide complex financial decisions across generations. Three central ideals guide our work every day.

Trust

Trust is earned — and deeply respected.

Excellence

Excellence is foundational, not optional.

Care

Genuine care is above all else.

Communication

Communication is proactive and purposeful.

Relationships

Our clients are families first and investors second.

Our History

Justin and Rebecca have been serving clients together since 2012 and believe that a team approach, fiduciary advice, and a high-touch relationship form the foundation of an enhanced client experience. This belief became the foundation of Caudle Meares when they launched the firm together in 2018. Today, Caudle Meares works with individuals, families, and business leaders to deliver proactive, high-touch financial stewardship. Clients benefit from the capabilities and insight of a sophisticated advisory practice delivered through an intentionally boutique structure.

Justin and Rebecca have both been recognized for their excellence in wealth management by leading industry publications, including the 2025 Forbes “Best-In-State Top Next-Gen Wealth Advisors under 40” list and the 2025 AdvisorHub 1,000 Advisors to Watch ranking.