Trusted Retirement & Investment Specialists

Our Mission is to ensure our clients spend LESS time worrying about their money, and MORE time enjoying their lives.

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Get Information You Need to Feel Confident About Your Advisor

Download your 12 Point Trusted Advisor PDF Checklist to Learn More

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An Independent and Fiduciary team committed to providing clear, straight forward solutions. We custom-tailor each RetireSHIELD™️ plan to reduce risk, minimize taxes, and maximize returns - for the retirement you deserve.

Casey A. Marx, RICP® and his team have over 40 years combined experience in the financial services industry.

As a RETIREMENT INCOME CERTIFIED PROFESSIONAL™,  Casey leads the team of advisors at Crown Haven specializing in working with retirees and pre-retirees in developing investment, income and estate plans for all sizes of estates.

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Casey Marx, RICP

President

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Gordon Campbell

Advisor

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Nathan Kesling

Advisor

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Braden Van Allen

Community Outreach

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James Dombro

CDO

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Angela Romano

Client Services 

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Lynn Ullmar

Director of Operations

Start Securing Your

Worry-Free Retirement Today

FREE LIVE WORKSHOP

SHIELD Your Retirement

Attend one of our bi-monthly educational workshops at a location near you where you’ll learn how to reduce your risk of market loss, eliminate costly fees associated with risk management, establish proper asset protection from creditors, minimize taxes on investments,  protect against retirement healthcare disasters, and achieve a secure and reliable income in Retirement. 

FUTURE PROOFING

Portfolio Risk Analysis

At Crown Haven, one of our top priorities is to give you insight to make informed decisions. One way we accomplish this is by comprehensively analyzing your risk tolerance and capacity and then building an investment strategy that is specifically designed for you. Capture your risk tolerance below to see if your current portfolio fits you!

Recent Media Appearances

Fox59 - Tax Changes & Scams

Fox 59 - Post COVID Economy

Fox 59 - Income & Expenses

Want to Talk Now?

Fill out the form below to book a RetireSHIELD appointment today!

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