• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Crown Haven Wealth Advisors Carmel, Indiana

Crown Haven Wealth Advisors

Specializing in working with retirees and pre-retirees in developing investment, income and estate plans in the Carmel and Indianapolis areas of Indiana.

  • Home
  • Who We Are
    • Our Team
    • Community
    • Frequently Asked Questions
    • Testimonials
    • Reviews
    • Jobs
  • Who We Serve
    • High-Net-Worth Individual
    • Individual Investor
    • Retirement Planning
    • Small Business Owner
    • Young Professional
  • Financial Planning
    • Relationship Visit
    • Portfolio Diagnostic
    • RetireSHIELD® Plan Design
    • Advanced Tax Planning
    • Long-Term Healthcare & Estate Planning
  • Resources
    • Blog
    • Investing & Retirement Guides
    • Media Appearances
    • Smart Money Podcast
  • Contact Us

Casey A. Marx, RICP® Founder Crown Haven Wealth Advisors


To our clients,

We understand that our clients are people first. People with hopes, dreams, aspirations, fears, and doubts. We understand that each of our clients is unique, and each client deserves a unique approach.

We at Crown Haven believe you deserve more than an advisor’s best guess at what the market may or may not do. You deserve a firm that can guarantee your future, and protect that future for generations to come. ​​ We believe you deserve more than to have your savings eaten away by hidden fees and sales commissions. You deserve an advisor that doesn’t build their retirement savings by taking from yours. We believe you deserve more than the chance of losing everything due to matters that are completely out of your control. You deserve a competitive return on your money, without the fear of losing it. You deserve to sleep well at night knowing that your money is safe, and growing, for a future you can truly rely on.​ After all, your personal finances aren’t just personal, they’re your life.

Casey A. Marx RICP
President, Crown Haven
family@crownhaven.com

Casey Marx

Certifications & Designations

Society For Financial Advisors
Reitirement Income Certified Professionals
National Ethics Association registered member

Acomplishments

  • Founder + President
  • “One of America’s Financial Leaders” -Forbes
  • Founder of Smart Money RadioHost of Marx Money Podcast
  • Author, Baby Boomers Retirement Bootcamp
  • Registered Member, National Ethics Association
  • TOP Advisor 2011-2021
  • Expert Contributor, Annuity.com
  • Yale University, The Global Financial Crisis
  • Central Washington University, Business
  • American College, RICP
  • Certified Educator, Society of Financial Awareness

Footer

Quick Links

About Us
Financial Planning
RetireSHIELD®
Our Team
Blog
FAQs
Disclosure Information

Contact Us

Crown Haven Wealth Advisors
11555 N Meridian Street
Suite #560
Carmel, IN 46032
Driving Directions
317-564-4691

Follow Us

LinkedIn
Facebook
Instagram
YouTube
iTunes
Spotify

Copyright © 2022 · Crown Haven LLC


Investment Advisory Services offered through Crown Haven Wealth Management, LLC.
Insurance Products offered through Crown Haven Wealth Advisors, LLC
Tel: 317-564-4691
Crown Haven’s Form ADV | Disclaimer | 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.