Justin is passionate about solving problems for clients and helping them navigate the complexities of wealth.
His planning approach integrates portfolio construction, proactive tax strategies, and estate planning, tailoring each to his client’s unique circumstances. He aims to provide clients with the confidence that they have an experienced, trusted guide working with them to achieve their goals.
Justin is drawn to the deep satisfaction of advising and working directly with individuals and families to craft strategies for real-life challenges. He’s built a career rooted in trust, long-term thinking, and hands-on support.
Before co-founding Caudle Meares, Justin served as an advisor at ING Financial Partners and later as a Registered Principal. He holds CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Private Wealth Advisor® (CPWA) designations and has been named to AdvisorHub’s 2025 list of 1,000 Advisors to Watch, as well as to the Forbes 2025 Best-In-State Top Next Gen Wealth Advisors list.
Education & Background
Justin received his bachelor’s degree in Business Administration from the University of Valley Forge and pursued executive education at Georgetown University and the Yale School of Management. He serves on the board of The Financial Planning Association of The National Capital Area. Justin currently lives in Northern Virginia with his wife, Heather, his two boys, and his dog, Bentley. He enjoys spending his free time cycling around the DMV.
“My measure of success is simple: I want to be the first person our clients call when something comes up, not just about investments, but about anything touching their financial lives. That kind of trust takes time to build, and it’s what we take most seriously.”