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® CFF® President, Crown Haven
Accomplishments
Founder + President of Crown Haven Wealth Advisors
“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
Certified Financial Fiduciary® (CFF®)
TOP Advisor 2011-2021
Expert Contributor, Annuity.com
Central Washington University, Business
American College, Retirement Income Certified Professional® (RICP®)
Certified Educator, Society of Financial Awareness
