EDUCATION

Bachelor of Science, Financial Management, Clemson University

Stewardly Advisors, Co-Founder

Senior Wealth Advisor

Caleb Bagwell is a Wealth Impact Advisor who is passionate about helping families align their wealth with their values. Through comprehensive financial planning, investment management, and stewardship-focused advice, Caleb helps clients make wise financial decisions that create lasting impact for the people and causes they care about most.

Over the course of his career, Caleb has had the privilege of serving more than 3,000 families, helping them gain clarity around their financial goals and build intentional plans for their future. He believes that wealth is more than a financial resource—it is a tool that can be used to strengthen families, support communities, and leave a meaningful legacy when stewarded with purpose.

As Co-Founder and Partner of Stewardly Advisors, Caleb works closely with business owners, physicians, retirees, and families seeking personalized financial guidance. His approach combines technical expertise with practical wisdom, helping clients navigate complex financial decisions while staying focused on what matters most.

Before co-founding Stewardly Advisors, Caleb served in several advisory and leadership roles within the financial services industry. He also developed and led a 401(k) education program that benefited thousands of participants and has extensive experience helping individuals and families build confidence in their financial futures.

In addition to his work as a financial advisor, Caleb is a certified John Maxwell Coach, Trainer, and Speaker. He completed leadership training through The John Maxwell Team and founded LeaderWise Academy, a leadership development program designed to equip emerging leaders and strengthen organizational culture. Caleb is a frequent speaker for businesses, churches, and professional organizations on topics including leadership, stewardship, personal growth, and financial well-being.

When he is not meeting with clients, leading his team, or speaking at events, Caleb enjoys spending time with his wife, Dr. Sarah Bagwell, and their four children: Charles, Amelia, Elise, and Luke. Together, they enjoy traveling, exploring the outdoors, and making memories as a family.

Caleb is passionate about his faith and has participated in multiple mission trips throughout Southeast Asia. He remains actively involved with local ministries and nonprofit organizations focused on serving others and strengthening communities. Caleb and his family are members of Christ Fellowship Church in Homewood, Alabama.