Our Story

At Crown Haven Wealth Advisors, we believe that true financial security comes from having a deep understanding of your financial situation, your goals, and your values. That's why we've developed a unique approach to financial planning that focuses on creating a personalized, purpose-driven plan that aligns with your unique needs and aspirations. Our team of experienced advisors has been helping individuals and families achieve their financial goals for over 70 years, and we're proud to have earned a reputation for trust, expertise, and exceptional service.

Our Services

At Crown Haven Wealth Advisors, we offer a wide range of financial planning services designed to help you achieve your goals, whatever they may be. Whether you're planning for retirement, investing for the future, or simply seeking financial peace of mind, we're here to help. Our comprehensive services include:

RetireSHIELD: A proprietary planning process that helps you design a customized financial plan that aligns with your unique needs and goals.
Financial Planning: A comprehensive process that helps you understand your financial situation, identify areas for improvement, and create a personalized plan to achieve your goals.
Investment Management: A customized portfolio management service that helps you grow your wealth over time.
Tax Planning: A strategic approach to tax planning that helps you minimize your tax liability and maximize your after-tax returns.
Estate Planning: A comprehensive approach to estate planning that helps you protect your assets, ensure your loved ones are taken care of, and ensure your legacy.

What Sets Us Apart

At Crown Haven Wealth Advisors, we're committed to delivering exceptional service, expertise, and results. Here are just a few things that set us apart from other financial advisors:

Independent Fiduciary: As an independent fiduciary, we're bound by the highest standards of integrity and ethics, always putting our clients' best interests at heart.
Comprehensive Planning: We take a holistic approach to financial planning, considering every aspect of your financial situation and goals, not just your investments.
Personalized Service: We pride ourselves on building strong relationships with our clients, providing personalized service and attention that's tailored to your unique needs.
Expertise: Our team of experienced advisors has over 70 years of combined experience, ensuring that you're getting the best possible guidance and advice.

Meet The Team

At Crown Haven Wealth Advisors, we're a dedicated team of experienced professionals who are passionate about helping our clients achieve their financial goals. From our founder and chief executive officer, Casey A. Marx, to our team of expert advisors, we're committed to providing exceptional service, expertise, and results. Meet the team and learn more about our values and philosophy.

Testimonials

Don't just take our word for it. Our satisfied clients have shared their stories and testimonials about their experience working with us. From life-changing financial planning to peace of mind, our clients have achieved their goals and more. Read their stories and start your journey to financial freedom today.

Update Share

Positive: The majority of the reviewers had a very positive experience with Crown Haven Wealth Advisors, praising their knowledge, professionalism, and dedication to helping their clients.

Negative: One reviewer had a negative experience, feeling that the team was unconcerned with their concerns after the initial consultation.

Overview

The reviews for Crown Haven Wealth Advisors are overwhelmingly positive, with all but one reviewer giving the company a 5-star rating. The reviewers praise the team's knowledge, professionalism, and dedication to helping their clients achieve their financial goals.

Professionalism and Knowledge

Several reviewers mentioned that the team at Crown Haven Wealth Advisors is incredibly knowledgeable, professional, and caring. They are praised for their ability to explain complex financial concepts in a clear and transparent manner, making it easy for clients to understand their options. The reviewers note that the team is always available to answer questions and provide guidance.

Personable and Relatable

The reviewers also praise the team's personable and relatable nature. They appreciate the fact that the team takes the time to get to know each client and understands their unique financial situation and goals. The reviewers feel comfortable asking questions and seeking advice from the team.

Results-Oriented

Several reviewers mention that the team at Crown Haven Wealth Advisors has helped them achieve their financial goals, even in uncertain times. They are pleased with the results they have seen and attribute their success to the team's expertise and guidance.

One Negative Review

One reviewer gave the company a 2-star rating, citing minimal contact after the initial consultation. The reviewer felt that the team was unconcerned with their concerns.

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