Our Team
We Put You First.
Based in the DC metro region, Caudle Meares advises successful individuals and families across the nation, delivering white-glove financial service. Our objective is to provide the capabilities and insights of a sophisticated advisory firm, backed by institutional-level resources, delivered with the responsiveness and personal attention of a boutique advisory team.
Private Wealth Advisor
Justin Caudle, CFP®, CPWA®
Justin is a co-founder and private wealth advisor at Caudle Meares Wealth Management.
Private Wealth Advisor
Rebecca Meares, CFP®, RICP®, AWMA®
Rebecca is a co-founder and private wealth advisor at Caudle Meares Wealth Management.
Senior Client Service Associate
Dima Awamleh
Dima Awamleh believes that exceptional client service is built on responsiveness, attention to detail, and genuine care.
Strategic Partners
Over the years, we have developed relationships with leading investment solutions providers and financial technology firms that support the depth and rigor of our advisory work. These relationships extend across asset allocation research, manager due diligence, tax-aware portfolio implementation, and access to alternative investment opportunities.
This broader ecosystem allows us to draw on institutional-quality resources typically associated with much larger organizations. From sophisticated portfolio construction tools to research and operational infrastructure, these partnerships enhance the work we do for clients every day.
The result is a model that combines the capabilities and insight of a large institutional platform with the responsiveness and personal attention of a boutique advisory firm.