Our Team
The Crown Haven Wealth Advisors team, located in Carmel, Indiana, is ready to help you with your financial planning needs. Founded by Casey Marx, we have been serving the Indianapolis area since 2011.
The Crown Haven Wealth Advisors team, located in Carmel, Indiana, is ready to help you with your financial planning needs. Founded by Casey Marx, we have been serving the Indianapolis area since 2011.
Chief Investment Officer / Chief Financial Officer
Vice President of Advisory Services
Vice President of Advisory Services
Vice President of Secure Income Solutions
Vice President of Secure Income Solutions
Licensed CPA
Vice President of Advisory Services, New Business Division
Operations Manager
Client Services Lead
Client Services Support
Client Services Support
MBA
Chief Marketing Officer
Director of Client Outreach
Chief Development Officer
Chief Technology Officer
We focus on your goals so we can guide you towards your ideal retirement.
Accredited Portfolio Management Advisors (APMA) | Accredited Wealth Management Advisors (AWMA) | Registered Member, National Ethics Association | Certified Educators, Society of Financial Awareness
Casey is the only person in the state of Indiana that has both the RICP® and CFF®