Crown Haven Wealth Advisors
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Investing & Retirement Guides

Casey Marx and the Crown Haven Wealth Advisors team have created a number of downloadable financial planning resources to help navigate the process and find more success. Download All Of Our Resources & Guides Below For Absolutely FREE!
10 Tips for Navigating Stock Market Bubbles ebook | Crown Haven Wealth Advisors | Free Download
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10 Tips for Navigating Stock Market Bubbles ebook | Crown Haven Wealth Advisors | Free Download
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RetireSHIELD™ Logo 600px | The 5-Step RetireSHIELD™ process that protects you through Secure Income Planning, Cohesive Investment Strategy, Advanced Tax Planning, Long-Term Healthcare Planning, Proactive Legacy & Estate Planning.

As Indiana’s premier financial advisor, we deliver the financial plan you deserve, built on purposeful, strategic planning that positions your wealth to achieve your goals, protects against unnecessary risk, and maximizes long-term efficiency. This approach brings clarity and peace of mind, so you can confidently focus on what matters most to you and your family.

Locations

Carmel, IN Location
11555 N Meridian Street
Suite #560
Carmel, IN 46032
Madison, WI Location
811 E. Washington Ave
Suite #400
Madison, WI 53703

Hours

Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed

Latest Articles

  • Common Tax Penalties in Retirement & How to Avoid Them
  • When Do I Need A Will And Trust?
  • What Age Do I Need Life Insurance?
  • How Much Do I Need to Retire? A Comprehensive Guide

 Copyright © 2026 · Crown Haven LLC
Investment Advisory Services offered through Crown Haven Wealth Management, LLC
Insurance Products offered through Crown Haven, LLC
Phone: 414.667.7233
Crown Haven’s Form ADV | Disclosures | Privacy Notice
Crown Haven Wealth Management LLC is a state registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.