Justin Caudle, CFP®, CPWA

Justin Caudle, CFP®, CPWA is a co-founder and Private Wealth Advisor at Caudle Meares Wealth Management, where he works closely with clients to develop comprehensive financial strategies aligned with their purpose-driven vision for wealth.

As a fiduciary, his advice focuses on portfolio management, tax planning, cash flow planning, closely held business planning, and estate and charitable planning. He believes that clear and consistent communication is essential to successful financial planning—not only with clients, but also through close collaboration with CPAs, estate attorneys, lenders, and other trusted professionals.

He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Certified Private Wealth Advisor® (CPWA®), credentials that support his work with high-net-worth individuals, multigenerational families, business owners, and corporate executives.

McAdam LLC dba Caudle Meares Wealth Management is an SEC-registered investment adviser.