These are the most frequently asked questions about our financial services. We know there are many more as it relates to retirement planning, investing, mutual funds, stocks, bonds, annuities, life insurance, estate planning, and more. 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.
Where is Crown Haven Wealth Advisors located?
Crown Haven is located immediately north of Indianapolis in the heart of Carmel, Indiana. Our Address is 11555 N Meridian Street, Suite #560, Carmel, IN 46032. Google Maps Driving Directions
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 is a Fiduciary?
A fiduciary is a type of financial advisor who must always act in your best interest. Fiduciaries will never put their interests before yours.
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 is my financial plan designed?
Complex financial situations necessitate precise, highly personalized, and intentional plans. We understand each client as having a unique financial situation with unique financial goals and objectives. Our advisors work diligently with our clients to create an entirely customized wealth management plan to reach their objectives.
This includes customized:
- Secure Retirement Income Plan
- Investment Portfolio
- Tax Plan
- Long-Term Healthcare Plan
- Legacy & Estate Plan
We know that by tailoring your wealth management, we can more effectively accomplish your financial goals, no matter how complex they are. Click here to learn more about our financial planning process.
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.
What are your team’s qualifications?
- 40 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
Casey is the only person in the state of Indiana that has both the RICP® and CFF®.
Learn more about our team
Check the background of this firm on FINRA’s BrokerCheck.
Who will be my financial advisor?
Each client at Crown Haven has a designated team that they will work with. This allows our advisors and clients to develop a strong and trusting relationship. Each client is assigned a team consisting of one senior advisor, one servicing advisor, and one client relationship specialist.
How are my assets held at Crown Haven?
Crown Haven does not take custody of any of your assets. Instead, we work with multi-billion dollar custodians like TD Ameritrade, Charles Schwab, Fidelity, Folio, and Pershing.
How can I monitor my account?
Crown Haven offers visibility to our clients through multiple channels. Applications that are easily downloaded and accessible on your iPhone or Android device can be used to view your investment mix and performance. This information may also be easily viewed on a desktop or laptop computer.
Can I work with Crown Haven if I’m located outside of Indiana?
Yes! Crown Haven currently serves clients across the United States.
How is Crown Haven compensated?
Crown Haven is compensated by charging a fee of assets under advisement (AUA). Crown Haven can also choose to be compensated by third-party custodians in lieu of charging you a fee. Crown Haven will never charge a performance-based fee or commission.
How many clients does Crown Haven currently have?
Crown Haven currently has over 400 clients in over 20 states. In total, Crown Haven and associates are responsible for over a billion dollars of assets under advisement (AUA).
Who is a typical client for Crown Haven?
Crown Haven serves all types of clients, including high net worth individuals, those entering retirement or planning to retire, those already in retirement, small business owners, young professionals, accredited investors, and more.
Because we are an independent office firm based in Carmel, Indiana, most of our clients are in the suburbs of Avon, Fishers, McCordsville, Westfield, and Noblesville, Zionsville. We also have customers in the neighborhoods of Butler–Tarkington, Meridian Hills, Meridian Kessler, Spring Mill, Towne Road, and more. We welcome all qualified persons outside of the Indianapolis area and have customers all over the great state of Indiana and across the United States.
Is Crown Haven BBB Accredited?
Yes. We have been given accreditation by the Better Business Bureau Board of Directors serving Central Indiana. Crown Haven has demonstrated our ability to meet the BBB Standards for Accreditation, and we are committed to upholding the mission, services, and standards of ethical business practices espoused by BBB Accreditation. We currently have an A+ rating.
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.