Financial Planning Resources

Crown Haven Wealth Advisors is the leading Financial Advisory firm in the Indianapolis area. As certified educators with the Society of Financial Awareness, it is inherent in our mission to educate the community and to help end financial illiteracy. It is our goal to share our financial planning resources with as many people as possible in Indiana and beyond.


Casey A. Marx (Founder/CEO of Crown Haven Wealth Advisors) on the set of RetireSHIELD™ TV (Side Angle)

You’ve seen the TV show and heard the stories of the transformational impact the RetireSHIELD™ process has resulted in for people just like you. There has never been a better time for you to learn how a customized RetireSHIELD™ plan can help you spend less time worrying about your money and more time enjoying your life.


RetireSHIELD™ Radio | Crown Haven Wealth Advisors | Retirement Planners

The RetireSHIELD™ Podcast with Casey Marx was launched in 2012 and has continuously aired. It has broadcast proven retirement strategies to millions of Hoosiers over the past decade. Now you can stream it anytime or anywhere from your Apple, PC, phone, or tablet.


Casey In Office | Crown Haven Wealth Advisors | Retirement Planners

Keep up to date with informative blog posts from Casey Marx and the Crown Haven Wealth Advisors team on the latest financial topics including Retirement Planning, Tax Planning, Legacy and Estate Planning, Secure Income Planning, Stock Market Analysis, Local and Global Economic News, and much more!


Casey Marx | RICP® CFF® | Founder/CEO & Advisor | Media Appearances Casey Marx

Watch Casey Marx as he shares his unique insights on investing, retirement planning, estate planning, the current state of the markets, and more.


Baby Boomer Retirement Bootcamp | Crown Haven Wealth Advisors | Retirement Planners

Financial planning can seem like a giant maze. Crown Haven Wealth Advisors have developed several informational and educational guides tackling a variety of investing topics.

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Phone: 414.667.7233
Crown Haven’s Form ADV | Disclosures | Privacy Notice
Crown Haven Wealth Management LLC is a state registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.