Carmel Financial Advisors
& Retirement Planning
Servicing Families Around The Nation
Crown Haven Wealth Advisors is located in Carmel, Indiana assisting clients in the Indianapolis area – and nationwide – with thoughtful financial planning in meeting their retirement and money management goals. We help achieve this through our proprietary RetireSHIELD® planning process.
Discover Why Our Clients Are Smiling!
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The Crown Haven Team
Our Team brings over 70 years of combined financial experience to help you design your ideal wealth management plan for yourself and your family. Whether you are planning for retirement, nearing retirement, already retired, a high net worth individual, business owner, or simply want a second opinion, our team is here to help you reach your financial goals. Contact us today.
RetireSHIELD™ TV Episodes
RetireSHIELD™ TV is a motivational and educational TV show that explores the journey of retirement through expert interviews, real-life stories, and educational segments. Industry leader Casey A. Marx provides the knowledge and tools you need to build and protect your retirement so that you can spend less time worrying about your money and more time enjoying your life.
A Plan with A Purpose
Through our 5-Step RetireSHIELD® Process, our advisors work with you to create a customized – and intentional – financial plan and portfolio that will help you sustain your ideal lifestyle, now and for life.
How do you manage complex financial situations?
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.
What do you mean by a Purpose-Based Plan?
To us, purpose-based planning means that your wealth is working together in harmony, and each piece of your wealth is complementing and supporting the others.
A portfolio disjointed from a financial plan or tax plan is non-ideal. We look for opportunities to drive out inefficiencies and remove threats, so the portfolio is best positioned to capitalize on the benefits and take advantage of opportunities of the custom financial plan.
When every aspect of your wealth is working in concert to accomplish your goals, you are more likely to achieve them. This is the essence of purpose-based wealth planning.
What types of clients do you work with?
Our ideal client is an individual who appreciates trust, relationships, and expertise. This person values their time and energy, and accordingly, desires to leverage the experience of a trusted team to assist them in reaching their financial goals.
These individuals can include:
Independent
An Independent advisor is an advisor that has the freedom to select any product, account, fund, policy, or service (or combination of these) to build a truly customized portfolio for their client. Truly independent advisors are not bound by any constraints, allowing them to significantly minimize conflicts of interest.
Fiduciary
A Fiduciary advisor is one who always and only acts in the best interests of their clients. Fiduciaries are bound by the Fiduciary Standard, which requires advisors to always put the best interest of the clients first.
Schedule A RetireSHIELD® Relationship Visit
Interested in learning more about how you can improve your financial future and wealth management with Crown Haven’s RetireSHIELD®? Schedule your no-obligation relationship visit now.
Fill out the Contact Form and our client outreach team will reach out to you to schedule a no-obligation Relationship Visit.
Client Testimonials
Hear what our satisfied clients have to say about our financial planning services, and begin to understand why we are consistently ranked among the top advisory practices in the country.
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We are thrilled with the knowledge and expertise of Crown Haven! Casey and his staff have made us feel very comfortable, knowing that we are in good hands.
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Crown Haven wealth advisors take your concerns about the future very seriously and give you the confidence that life will be just fine! They work with you, give you sound advise and suggest solutions that break from the mainstream. Retire … More shield is definitely something everyone should consider if they are nearing retirement. Thank you for welcoming me into the Crown Haven family!
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I would like to express my deepest gratitude to the Crown haven wealth advisors team for All the time and effort spent on not only securing my retirement portfolio but in the way Your team was responsive to my questions And vision for … More my Upcoming retirement. All of you Treated me with the utmost Respect This Professional approach Assured I was at the right place to remove all the apprehension I have experienced in taking this big step. Thank you sincerely William E Nelson
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After years of investing with top national firms I landed at Crown Haven Wealth Advisors. Portfolio moves were seamless and their dedication, expertise and above all honesty truly puts them on the top of the professional investment community. … More
There's no doubt they will contribute to my financial success for years to come and I let everyone I know were to park their hard earned money.
Thanks Crown Haven -
A wonderful group of financial professionals! I highly recommend these trustworthy people to help you with your wealth management.
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Three years ago we were looking for a safe way to invest our small retirement funds. Casey Marx at Crown Haven Wealth Advisors lead us through the process and has always been ready to answer any questions. Even on the weekend he answers … More within a few minutes. That is unexpected wonderful service! Thanks, Casey!
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I highly recommend Crown Haven Wealth Advisors. Knowledgeable staff is always friendly and courteous. Casey and Gordon are always available to review your investments and act as true feduciaries.
Teaching sound financial principles and … More giving you options on safe ways to grow your investments and create your legacy. -
We appreciate the honesty and straight forwardness of the entire staff. Great staff and support! Five-star satisfied with our experience.
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The Relationship Visit was very pleasant and professional from the time we walked into the office until we left.
Mr. Marx explained to us how the company worked for the customer and not the companies selling their services. He also spoke … More to my 15yr old grandson as an equal and answered his questions. He invited my grandson to come back
with me in the future.
During the Diagnostic Visit, Mr. Gordon Campbell explained the options available to me and how they differed.
He also answered all our questions.
The Proposal Visit was also professional and friendly. Mr Campbell went over each proposal page by page and has been available to me by phone on several occasions. He has always answered my questions, making me feel that my investments are safe and working for me.
The RetireShield Delivery was prompt.
The receptionist is always friendly and professional when I call. -
Expert staff, very knowledgeable and my best interests top priority
Highly recommend this firm -
Very pleased with our experience so far. Whole team has been great, patiently explaining the process, offering more detail where needed, and very responsive to questions. Would highly recommend.
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Casey & his staff are very personable, knowledgeable & a delight to work with! The process was initiated with ease & understanding!
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At the beginning of the pandemic they were responsive to the market and recommended at change. Very happy with their service.
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Very friendly and personal yet professional.
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It would be stupid not to come see Crown Haven. I feel so much safer and more confident in my retirement now that I've worked with Crown Haven. They've shown me a path to my dream.
