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Who We Are

We focus on your goals so we can guide you toward your ideal retirement.

SHIELD Your Retirement

About Crown Haven

Since 2011, our team of independent professionals has provided fiduciary guidance for thousands of families, with total assets managed exceeding hundreds of millions of dollars. We designed our proprietary Crown Haven RetireSHIELD to mitigate and eliminate threats to your success, and identify and take advantage of opportunities so that you can live the retirement you deserve.

Our Mission

To ensure our clients spend less time worrying about their money and more time enjoying their lives.

Our Vision

To be the last advisor our clients ever need.

Crown Haven Core Values

Every team member at Crown Haven Wealth Advisors adheres to a defined list of Crown Haven core values built to provide an exceptional client experience.

1

Act with Integrity; We respect our unique position to impact lives.

2

Stay true to our mission; Be transparent. Plan with a purpose.

3

Make it Personal; Each client deserves a custom tailored solution.

4

Under-promise & Over-deliver; Never exaggerate. Exceed expectations.

5

Our clients are family; We protect them like our own.

6

It’s not just money; It’s their life.

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