Caleb Stephens
Wealth Management Advisor in Austin, TX
Caleb Stephens works with high-net-worth families seeking structure, clarity, and long-term financial strategy.
With a decade and a half of experience, he advises entrepreneurs, executives, and high-performing professionals on investment management, retirement income planning, risk management, and estate and legacy considerations. He has particular experience helping clients navigate highly concentrated stock positions and increasingly complex financial lives.
Caleb’s approach emphasizes a disciplined process of strategic financial planning that is tailored to each client’s goals and values.
In addition to his advisory work, Caleb is a licensed minister and student of Biblical principles of stewardship. He and his wife, Kerry-Ann, of 24 years are raising four children while building businesses rooted in faith, service, and long-term impact. He is committed to giving back and serves on the boards of several nonprofit organizations.
If you are ready to take a thoughtful and intentional approach to your financial future, Caleb welcomes the opportunity to connect.