Casey Marx, CF2

About Casey Marx

Casey Marx is the founder of Crown Haven Wealth Advisors based in Carmel, IN, and holds the designation of Retirement Income Certified Professional (RICP), has been a nationally recognized TOP Advisor from 2011 - 2022, and was named one of America’s Financial Leaders by Forbes. He and his financial planning firm assist people in the Hoosier state and across the nation in achieving their financial goals. Casey and his team help their clients spend less time worrying about their money and spend more time enjoying their lives.Casey understands the need for proper financial stability; after his father’s untimely passing when he was only 15 years old. Shortly after, he witnessed firsthand the effects a market downturn can have on a family. More than half of his mother’s life savings were lost because of careless financial planning by a large commercial firm.Because of that experience, Casey dedicated his professional career to preserving, protecting, and safe growth of their financial assets. His goal is to preserve bright futures for clients and their families. For years, he has helped his clients safeguard millions of dollars in retirement assets. Casey and Crown Haven Wealth Advisors offer their proprietary RetireSHIELD,  custom crafted retirement planning techniques tailored to each individual’s personal and unique financial needs.