Caledonian Financial Vision Statement
The Borders

Caledonian Financial is an elite ensemble of individuals who deeply care about helping families and businesses meet (or develop) their financial goals. We do not intend to earn money until we can’t, and then disband. Our goal is to build a company that survives us by several generations. Thus, we hope to attract co-workers and clients that are kind, smart and the kind of people who do (and recognize) high quality work.

We will all give back to our community with our time, talents and money in an attempt to live in the best possible place (which is in our best interest to do so). We are unashamed capitalists who will defend vigorously that system as the best known economic system for raising the standard of living for all. We will defend the individual’s freedom of life, liberty and the right to enjoy the fruits of one’s effort.

Caledonian Mission
We are representatives of a capitalist organization and believe in the free market system as the best creator of wealth available.   More More about the Caledonian Mission
Caledonian Team
Our team of Financial Advisors has accumulated more than 40 years of financial planning experience. More More about the Caledonian Team

Serving the Community
Caledonian team members lead and serve in the local community

Leadership Maury
Leadership Marshall
Maury County Alliance
Main Street
Boy Scouts
Maury County Schools
United Way
Girl Scouts
Generation Maury
Business Women of Spring Hill
Cub Scouts
Leadership Middle Tennessee