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 11495 N Pennsylvania St STE #201, 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.
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 are your team’s qualifications?
- 40 years of combined financial experience
- Recognized in Forbes as one of America’s Financial Leaders
- Amongst countless designations, we hold the Retirement Income Certified
- Professional designation from the American College of Financial Services (RICP)
- 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)
- Consistently Ranked in top 1% of advisory practices nationwide
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.
Can I work with Crown Haven if I’m located outside of Indiana?
Yes! Crown Haven currently serves clients across the United States.
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 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.
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.
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 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.
Who will be 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 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.