Our Team
The Crown Haven Wealth Advisors team, located in Carmel, Indiana, is ready to help you with your financial planning needs. Founded by Casey Marx, we have been serving the Indianapolis area since 2011.
The Crown Haven Wealth Advisors team, located in Carmel, Indiana, is ready to help you with your financial planning needs. Founded by Casey Marx, we have been serving the Indianapolis area since 2011.
Client Services Lead
Executive Assistant to the CEO
Director of Finance & VP of Advisory Services
Chief Development Officer & Data Security Lead
Field Advisor
Director Of Client Outreach
IT / Technology Lead & Data Security Specialist
Director of Marketing
We focus on your goals so we can guide you towards your ideal retirement.
Casey is the only person in the state of Indiana that has both the RICP® and CFF®