Wealth deserves more than management.
Complex wealth requires depth, discretion, and diligence. Caudle Meares delivers a refined, high-touch advisory experience that aligns strategy, investments, and professional coordination.
About Us
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We’re looking forward to connecting with you!
About us
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News & Insights
Preservation
& Possibility
Everything we do is designed to protect what you’ve built and position your wealth for what’s next.
Financial Planning
Life is dynamic, and so is our planning. We design your roadmap to success, tailored to your values, needs and goals, and fine-tune proactivity.
Portfolio Management
We take a thoughtful, research-driven approach to deliver unbiased solutions to help you maximize and protect your wealth.
Professional Coordination
herWe build or work with your existing team of professionals, enabling and ensuring efficient discussions, implementation, and cohesiveness across your financial life.ge
Multi-Generational Family Guidance
We help the next generation get started on the right foot with education and support to continue the family’s legacy.
Heading Level One (H1)
Heading Level Two (H2)
Heading Level Three (H3)
Heading Level Four (H4)
Heading Level Five (H5)
Heading Level Six (H6)
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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
Your partner through every chapter
As your wealth evolves, your advisor should grow with you through those transitions. Our relationships are built to endure, grounded in trust and discretion.
We operate with the mindset that once you choose us, you shouldn’t have to make that decision again. Through proactive guidance and personal stewardship, we help ensure every chapter of your financial journey is supported with care, consistency, and expertise.
When I sold my company, I didn’t need another advisor. I needed a long-term partner. They helped me think beyond the transaction.
They understand the complexity of my industry and the responsibility that comes with building wealth in it.
This was new territory for me. They brought clarity and structure without ever making it feel overwhelming.
Insights & NEWS
Perspective on markets and strategic wealth decisions
Preservation
& Possibility
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Our Values Drive our Success
Strategic
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Trustworthy
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Client-Focused
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Everything we do is designed to protect what you’ve built and position your wealth for what’s next.
Guidance for Life’s Next Chapter
Near-Retirees
Guidance for those approaching retirement, with clear strategies to help you move forward confidently into your next chapter.
Near-Retirees
Guidance for those approaching retirement, with clear strategies to help you move forward confidently into your next chapter.
Near-Retirees
Guidance for those approaching retirement, with clear strategies to help you move forward confidently into your next chapter.
Near-Retirees
Guidance for those approaching retirement, with clear strategies to help you move forward confidently into your next chapter.
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our numbers
Client Retention Rate
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Frequently Asked Questions
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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Frequently Asked Questions
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
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Praesent pellentesque felis.
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When I sold my company, I didn’t need another advisor. I needed a long-term partner. They helped me think beyond the transaction.
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Financial Planning
Life is dynamic, and so is our planning. We design your roadmap to success, tailored to your values, needs and goals, and fine-tune proactivity.
Portfolio Management
Life is dynamic, and so is our planning. We design your roadmap to success, tailored to your values, needs and goals, and fine-tune proactivity.Life is dynamic, and so is our planning. We design your roadmap to success, tailored to your values, needs and goals, and fine-tune proactivity.
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Everything we do is designed to protect what you’ve built and position your wealth for what’s next.
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Everything we do is designed to protect what you’ve built and position your wealth for what’s next.
The Simple Truth About Backdoor Roth IRA and Mega Backdoor Roth 401(k) Plans
How Backdoor Roth IRA and Mega Backdoor Roth 401(k) strategies help high earners grow tax-free retirement savings.
2026 Financial Planning Guide
Your Finances. Your Future. Your Well-Being.
Preparing Heirs for the $84 Trillion Wealth Transfer
Over the next two decades, an estimated $84 trillion in wealth will move from Baby Boomers and Generation X to their heirs and charities. Of that amount, more than $72 trillion will go directly to beneficiaries. While this unprecedented shift presents opportunities, it also highlights risks.
How the New Trump Accounts for Children Work: What Families Should Know Before Funding One
The One Big Beautiful Bill Act (OBBBA) created a new tax-advantaged savings vehicle for children known as a Trump Account (TA).
Health and Wealth: Five Strategies for Medical Expenses
For individuals and families with significant wealth, medical expense planning is not just about covering costs.
10 Mistakes Wealthy Investors Must Avoid This Year
We’re living in one of the most unusual market environments in decades.
Medicare Made Clear: What You Need to Know
Some birthdays carry greater financial significance than others. Turning 65 is one of them: It’s the year you become eligible for Medicare.
Life Insurance: What Role Does It Play In Holistic Financial Planning Advice?
Life insurance is often viewed narrowly, both by those seeking retirement planning services and those providing personal financial planning advice, primarily as a tool for replacing income after a premature death.
Understanding Social Security: What to Do, When to Do It, and What to Expect
With its monthly benefit, Social Security is a critical part of any retirement plan, providing a reliable source of income insulated from market volatility.
Private Wealth Advisor
Justin Caudle, CFP®, CPWA®
Justin is a co-founder and private wealth advisor at Caudle Meares Wealth Management.
Private Wealth Advisor
Justin Caudle, CFP®, CPWA®
Justin is a co-founder and private wealth advisor at Caudle Meares Wealth Management.
Dima Awamleh
Senior Client Service Associate
Justin Caudle, CFP®, CPWA®
Private Wealth Advisor
Rebecca Meares, CFP®, RICP®, AWMA®
Private Wealth Advisor