Frequently Asked Questions

These are the most frequently asked questions about our financial services. We would encourage you to contact us with your questions or better yet, set up a complimentary consultation to see how our RetireSHIELD™ can help you prepare for your best future.

Are you a Fiduciary?

Yes, Crown Haven Wealth Advisors are a Fiduciary and has been since we were founded in 2011. Casey Marx is Certified Financial Fiduciary® (CFF).

CFF is a professional designation for financial professionals, namely, those who have successfully completed a rigorous certification and training process established by the National Association of Certified Financial Fiduciaries (NACFF) and The American Financial Education Alliance (AFEA) who agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.

The NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with fiduciary standards. The comprehensive fiduciary training program and certification process that further establish qualified financial professionals as Certified Financial Fiduciary® (CFF).

What are your team’s qualifications?

50 years of combined financial experience
Recognized in Forbes as one of America’s Financial Leaders
Retirement Income Certified Professional (RICP®) designation from the American College of Financial Services
Certified Financial Fiduciary® (CFF) designation from National Association of Certified Financial Fiduciaries (NACFF)
Certified Educators with the Society of Financial Awareness
Financial Modeling and Valuation Analysts (FMVA)
Capital Markets & Securities Analysts (CMSA)
Accredited Portfolio Management Advisors (APMA)
Accredited Wealth Management Advisors (AWMA)
Registered Member, National Ethics Association
Consistently Ranked in the top 1% of advisory practices nationwide

What is purpose-based planning?

The reason you are here right now is because you desire a plan that you can count on, that is monitored by a trusted professional that you trust to look after your best interests so that you can spend more time living your life.

In other words, we use an academically proven method of financial planning to get you the result you deserve.

This means that we systematically ensure that all aspects of your financial life are working together in harmony, and each piece of your wealth is complementing and supporting the others.

For example, an investment portfolio that has too much risk to adequately support a secure retirement income plan is non-ideal. Over 75% of the portfolios we perform diagnostics on have this major problem. There are many others.

Our RetireSHIELD® was designed with the explicit purpose to look for opportunities and drive out inefficiencies to remove threats to your financial success, so you can spend less time worrying about your money and more time enjoying your life.

How do you determine which investments are right for me?

Your custom-tailored plan is specifically designed to meet your financial goals and objectives. Crown Haven builds custom portfolios – each client has a portfolio designed with your risk capacity, time horizon, liquidity needs, retirement income needs, tax considerations, and more taken into account.

How many clients does Crown Haven currently have?

Crown Haven currently has over 600 clients in over 20 states. In total, Crown Haven and associates are responsible for over a billion dollars of assets under advisement (AUA).

Can I work with Crown Haven if I’m located outside of Indiana?

Yes! Crown Haven currently serves clients across the United States.

Does Crown Haven offer any lower-cost financial planning solutions?

Yes! By virtue of our Purpose-Based Planning, we typically save our clients on average over 50% of the fees they typically pay at their current advisory practice; all while providing even more value with our comprehensive planning approach.

Even further, for clients wishing to take advantage of Crown Haven’s collective research and expertise without the breadth of a full-service financial advisor, we offer a digital wealth management solution that allows you to take advantage of fantastic growth opportunities and downside protection with less involvement.

How do I get started working with Crown Haven?

The first step in determining if we are an ideal match is conducting a complementary relationship visit and portfolio diagnostic. During the relationship visit it is our goal to understand what matters to you and our portfolio diagnostic is designed to determine if your current financial situation reflects those desires. To learn more about the relationship visit or portfolio diagnostic click on the links.