Caleb W. Allen

Are you feeling stressed about your money?|Do you wonder if you will be ready for retirement?|Do you feel confused by college and retirement account options?|Does it feel impossible to buy a house these days?|Are you worried your spouse isn't on the same page with you?

Feeling overwhelmed & stressed about your money?|Wondering if you will be ready for retirement?|Confused by college and retirement account options?|Does it feel impossible to buy a house these days?|Worried your spouse isn't on the same page with you?

Lead Your Finances with Purpose.

Learn to apply biblical money management principles so you feel confident about your financial goals.

Your financial life should reflect what matters most:

Your faith, your family, and your future.

A faith based plan for finances, personalized for you.

My family is just one of millions who integrate  biblical money management principles into our financial plan.  Since 2016, I have been leading men and women to apply the same mindset to their own lives, and I can’t wait to help you experience financial peace and feel confident during uncertain times, too!

YOU can feel confident about your money and your plan to reach your financial goals!

I will help you create goals and actually stick with them so you’re not just dreaming about financial peace——you’re living it.

Whether you’re just starting out or already on your way,

I’m here to guide you with:

Coaching & Accountability

I’ll help you break free from debt, build lasting habits, and stay on track.

Investment Planning

Together, we’ll build a strategy that reflects your goals and honors your values.

Faith-Based Financial Leadership

Because money is a tool—not the goal—and it’s meant to be managed with wisdom and purpose.

Choose the path that’s right for you:

Schedule an Investment Consultation

Start Your Coaching Journey

Not sure where to begin?

Feel free to reach out. I’d be honored to hear your story and help you take the next step.

I meet with clients virtually and in person throughout Middle Tennessee—including your favorite local coffee shop, if that’s your style. Wherever you are, I’d love to walk alongside you.

Hi, I’m Caleb.

Caleb W Allen Financial Advisor TN | Picture of Caleb W Allen leaning against a tree, smiling warmly

I’ve faced the uncertainty of trying to do it all on my own.

I’ve learned that the right plan can change everything.

As a Marine Corps veteran and a Ramsey Solutions Master Financial Coach, I’ve been through the stress of living paycheck to paycheck. I’ve faced the uncertainty of trying to do it all on my own. And I’ve learned that the right plan—rooted in biblical wisdom and guided by clear steps—can change everything.

Today, I help individuals and families take control of their finances, align their money with their values, and walk confidently toward the life God is calling them to live.

Feeling confident

…Begins with a free conversation.

Caleb W. Allen

  • Caleb.w.allen@cambridgesecure.com
  • (931) 345-4188
  • Middle Tennessee

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