About us

We understand that each of our clients is unique, and each client deserves a unique approach. Our team members are dedicated to providing families and business owners with sound financial advice for their specific needs.

Meet our Team

Casey Marx

Provides cutting edge financial solutions

Casey Marx, President

As a host of Safe Money & Income Radio Show, Casey A. Marx has found great joy in assisting people across the nation achieve their financial goals. By utilizing careful retirement planning techniques that are tailored to each individual's financial needs, Casey has helped his clients protect millions of dollars in retirement assets, with not one penny ever being lost due to market downturns.

Casey is a man who understands the need for true financial stability; after his father's untimely passing when he was only 15 years old, with his mother earning a modest school teacher's salary, Casey witnessed first-hand the effects a market downturn can have on a family when more than half of his mother's life savings were swept away within a blink of an eye. Casey finds comfort in the fact that every day when he goes to work, he has the honor of assisting his clients in the preservation, protection, and safe growth of their financial assets, preserving bright futures for themselves and their families.

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Local (317) 564-4691
Toll-Free (855) 340-7233


Gordon Campbell

Committed to providing customized financial solutions

Maj. Gordon Campbell (Ret.), Vice President

Retired Army Major after 23 years of service. Married to my beautiful wife Melissa, we have three wonderful children ages 11, 8, and 1. Native of Indiana and currently live in Zionsville, Indiana. Financial planning became my second career after retirement through my passion to help people understand the importance of planning and preparing for their future. I was a budget officer for over 8 years of my career with the army and felt with my passion for numbers and my passion to help others the financial industry was a good fit.

I connected with Casey Marx in March of 2016 and moved to his practice in April of 2016. We have enjoyed a phenomenal start and look forward to expanding both our practices.

The Campbell family enjoys traveling; South Carolina and Florida are two destinations we enjoy the most. With three little ones we are heavy contributors to the Disney share holder. Personal enjoyments are scuba diving, shooting, hunting, and the great outdoors.

Years of Service: 23 years, 4 months

Awards: Federal - Bronze Star, Combat Action Badge, Army Meritorious Unit Award, Army Commendation Medal (2), Army Achievement Medal (2), Air Force Achievement Medal, Joint Meritorious Unit Award, Air Force Good Conduct medal, Army Reserve Components Achievement Medal (3), National Defense Service Medal w/Bronze Star, Armed Forces Expeditionary Medal, South West Asia Service Medal w/3 Bronze Stars, Liberation of Kuwait(Saudi Arabia), Liberation of Kuwait(Kuwait), Global War on Terrorism Service Medal, Armed Forces Service Medal, Iraq Campaign Medal w/Campaign Star, Army Service Ribbon, Overseas Service ribbon, Air Force Longevity Service Award Ribbon, Armed Forces Reserve medal w/M device, Air Force Training Ribbon, Air Force Overseas Service Ribbon.

State - Indiana Commendation Medal, Indiana Emergency Service Ribbon (2), Indiana Longevity service Medal, Indiana Homeland Defense Service Ribbon, Indiana Commendation Medal, Indiana Retention Ribbon, Indiana OCONUS Service Ribbon, Indiana Overseas Ribbon

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Local (317) 564-4691
Toll-Free (855) 340-7233


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Our Ethical Standards

We are a registered member of the National Ethics Association. View our profile and verify our membership, state licenses and certifications on the ethics.net website. Click on the emblem below for more information.

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