Casey A. Marx, RICP® CFF®

Founder of Crown Haven Wealth Advisors

To our clients,

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


  • 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,

  • Central Washington University, Business

  • American College, Retirement Income Certified Professional® (RICP®)

  • Certified Educator, Society of Financial Awareness

Certifications & Designations

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Investment Advisory Services offered through Crown Haven Wealth Management, LLC
Insurance Products offered through Crown Haven, LLC
Phone: 414.667.7233
Crown Haven’s Form ADV | Disclosures | Privacy Notice
Crown Haven Wealth Management LLC is a state registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.