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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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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JESSICA LAKE
Gordon Campbell
Advisor
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JESSICA LAKE
Nathan Kesling
Advisor
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JESSICA LAKE
Braden Van Allen
Community Outreach
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JESSICA LAKE
James Dombro
CDO
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JESSICA LAKE
Angela Romano
Client Services
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JESSICA LAKE
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
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