Business Details
15 Years
experience
Trusted Financial Advisers for Personalized Retirement Planning
Since 2011, Crown Haven Wealth Advisors has been dedicated to providing personalized financial planning and retirement strategies rooted in fiduciary responsibility. Our team brings over 70 years of combined experience in wealth management, serving high-net-worth individuals, retirees, and business owners nationwide. We pioneered the RetireSHIELD process, a proprietary five-step methodology addressing secure income, tax optimization, and legacy planning. As fee-based fiduciaries, we prioritize client interests above all, operating with full transparency and ethical standards.Our expertise extends to portfolio diagnostics, risk capacity assessments, and algorithm-driven investment strategies designed to minimize costs while maximizing long-term growth. Recognized for our client-first approach, we maintain an A+ BBB rating and serve clients from Carmel, Indiana, with offices in Madison, Wisconsin. Our commitment to continuous innovation ensures clients receive tailored solutions that align with evolving financial landscapes.
Services
Retirement Planning
Wealth Management
Tax Planning
Estate Planning
Portfolio Management
Investment Advisory
Secure Income Planning
Healthcare Planning
Legacy Planning
Financial Diagnostics
Details
- Year established: 2011
Highlights and features
- We operate as fee-based fiduciaries bound by the Fiduciary Standard
- Our RetireSHIELD process addresses five critical retirement risk areas
- 70+ years combined experience in customized wealth management strategies
- Portfolio optimization reduces advisory fees by 50% on average
- Algorithm-driven investment strategies with institutional-grade fund access
Associations and certifications
- BBB (Better Business Bureau)
- State Registered Investment Adviser
What people say
Knowledge and expertise
Responsive to questions
Professional approach
Seamless portfolio moves
Trustworthy people
Services
Retirement Planning
Our RetireSHIELD process creates customized retirement strategies addressing secure income, tax efficiency, and long-term sustainability. We analyze risk capacity, optimize asset allocation, and implement algorithm-driven investment solutions. With institutional-grade fund access and fee reductions averaging 50%, our approach ensures financial security aligned with individual lifestyle goals.
Tax Planning
We identify legally viable tax reduction strategies through portfolio restructuring and institutional partnerships. Our analysis includes tax-advantaged account placement, low-cost fund substitutions, and coordinated planning with qualified specialists. This systematic approach minimizes tax liabilities while maintaining investment objectives and regulatory compliance.
Estate Planning
Our comprehensive estate planning integrates wills, trusts, and healthcare directives with wealth transfer strategies. We coordinate with legal professionals to ensure seamless asset distribution while minimizing probate costs. The process includes legacy planning frameworks that preserve wealth for future generations according to client intentions.
Portfolio Management
We provide active portfolio management using algorithm-driven investment strategies and institutional-grade funds. Our approach optimizes diversification, reduces expense ratios, and implements volatility control mechanisms. Regular diagnostics assess performance against financial goals, with adjustments made to maintain alignment with evolving market conditions and client objectives.
Financial Diagnostics
Our diagnostic process evaluates portfolio strengths and weaknesses through risk capacity assessments, asset allocation reviews, and market exposure analysis. Using sophisticated analytical software, we simulate portfolio performance under various economic scenarios. This data-driven approach identifies optimization opportunities and ensures strategic alignment with retirement income requirements.
People
Casey A. Marx
Founder & Chief Investment Officer
Casey Marx established Crown Haven after witnessing his mother's financial struggles during the 2008 crisis. With over 15 years in wealth management, he developed the RetireSHIELD methodology and appears regularly on financial media platforms. His expertise focuses on fiduciary-based retirement strategies.
Gordon Campbell
Senior Wealth Advisor
Gordon Campbell brings 20+ years of experience in portfolio management and tax optimization strategies. He specializes in institutional fund selection and algorithm-driven investment approaches, helping clients achieve long-term financial objectives through systematic wealth preservation techniques.
Questions
What is the RetireSHIELD planning process?
RetireSHIELD is our proprietary five-step methodology addressing secure income, investment strategy, tax optimization, healthcare planning, and legacy protection through customized wealth management solutions.
Do you work with out-of-state clients?
Yes, we serve clients nationwide through virtual consultations and digital document management systems while maintaining local office support in Indiana and Wisconsin.
What fee structures do you use?
We operate as fee-based fiduciaries with transparent pricing, typically reducing advisory fees by 50% through institutional fund access and portfolio optimization strategies.
How do you handle tax planning?
Our tax planning integrates with investment strategies through institutional partnerships, focusing on tax-advantaged account placement and low-cost fund substitutions to minimize liabilities.
What retirement income strategies do you use?
We create secure income plans using diversified investment approaches, risk capacity assessments, and algorithm-driven strategies to ensure sustainable retirement income streams.
Are you fiduciary advisors?
Yes, we are registered investment advisors bound by the Fiduciary Standard, always placing client interests above our own in all financial recommendations.
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Reviews (4)
Rosemary Woolsey
Oct 17, 2021
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Casey & his staff are very personable, knowledgeable & a delight to work with! The process was initiated with ease & understanding!
Karl Leimgruber
Aug 01, 2021
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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.
William Nelson
May 12, 2021
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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 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
Janet Schneck
Apr 01, 2021
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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 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
Mr. Marx explained to us how the company worked for the customer and not the companies selling their services. He also spoke 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
