Profile: Casey Marx

Casey A. Marx is the founder of Crown Haven Wealth Advisors, a retirement income planning and asset protection specialty firm located in charming Carmel, Indiana.

A trailblazer, Casey has been recognized by Forbes Magazine as one of America’s Financial Leaders, is continually recognized as a standing member of the National Ethics Association, and is a sought-after speaker in the retirement income planning field for his unique perspective on retirement income planning solutions for baby boomers and those approaching or in retirement.

As host of Indiana’s #1 retirement income planning show Smart Money w/Casey Marx, Casey finds great joy assisting Hoosiers guarantee their retirement dollars for a future that they can truly rely on.

Casey believes in continuing his education, so that he can transfer that knowledge as a benefit to his clients—he recently completed a course at Yale entitled “The Global Financial Crisis” lectured by former US Secretary of Treasury Timothy Geithner.

To accompany his other distinguished honors, Casey is currently pursuing the Retirement Income Certified Professional designation at The American College, unanimously considered the #1 designation the field.

“I’m proud to educate my clients in a field where education is viewed as taboo. I desperately want my clients to understand the things they can control—risk and fees— and how to best control them. It’s only a mere result of my thousands of hours and extensive study that I know what I know. That’s it…

Am I a Capitalist? Yes. Do I make money? Yes. Have my clients ever lost a dime due to market risk? No. Are my clients ALWAYS exponentially better off after they work with me? Yes.” Casey Marx





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Casey Marx

Casey.Marx@RetireVillage.com

With Offices Throughout Indiana Carmel, IN 46032

(317) 564-4691


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Disclaimer: The information presented here is intended as information only and is not intended to repesent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.