Top Rated Local® is pleased to announce that Crown Haven Wealth Advisors is a 2019 award winner for financial advisers in Indiana!
If you’re looking for a financial adviser who can give you peace of mind and help you plan your financial future, look no further than Crown Haven Wealth Advisors in Carmel.
Crown Haven Wealth Advisors has received multiple reviews with a perfect average rating of 5.00 stars, earning them a fantastic Rating Score™ of 88.00 and a 2019 Top Rated Local award for ranking among the top five financial advisers in all of Indiana!
Here’s just one of the many five-star reviews that got them there:
“Three years ago, we were looking for a safe way to invest our small retirement funds. Casey Marx at Crown Haven Wealth Advisors lead us through the process and has always been ready to answer any questions. Even on the weekend, he answers within a few minutes. That is unexpected, wonderful service! Thanks, Casey!” – Nathanael B.
Not Your Average Financial Advisory Firm
We wanted to learn what makes this award-winning business tick, so we took a few minutes to talk with Casey Marx, the owner of Crown Haven Wealth Advisors.
To kick off our conversation, we asked Casey about what makes Crown Haven Wealth Advisors unique compared to the many other financial advisers in Indiana. Casey told us :
“We’re independent, which means that we have access to everything. We’re holistic, which means that we take all aspects of our client’s financial house into consideration and build a custom plan based on their unique needs, using tools from the entire spectrum. We have a fiduciary duty, which means that we are legally bound to act in the client’s best interest.”
Casey went on to tell us that, because they are independent, they aren’t limited to particular products, which allows them to custom-tailor solutions for their clients. There is no to make a hard-sell, and that makes it possible for their advisers to focus on educating their clients first and being client-centric. They are real, focused on integrity and want to be a firm their clients can trust:
“Clients naturally want to work with you when you are upfront and forthright. Clients want to know someone is working in their best interest.”
We also asked Casey about the Crown Haven Wealth Advisors mission and how they work to make the world a better place. Here’s his response:
“We are a team of professionals whose mission is to ensure that our clients worry more about their life and less about their money. That’s why we designed our Crown Haven RetireSHIELD to identify the amount of risk, fees and loss exposure within your current portfolio. It’s the first step toward building a lifestyle design plan that can help to ensure that your money lasts as long as you need. Our vision is to be the last advisor our clients ever need.”
Casey went on to tell us that he has a passion for what he does, which came from watching his mother invest, lose everything and be a victim of the system failing her after his dad passed away.
Building Success Through Next-Level Service
Casey credits Crown Haven Wealth Advisors’ strong online reputation to providing quality service to their clients:
“Everything starts with service; clients naturally want to reciprocate and share their experience with others.”
Outside of building a powerful online reputation, Crown Haven Wealth Advisors has grown through brand awareness and lead generation, and they’ve maintained visibility through several mediums, including giving back to their community by engaging in charitable endeavors and contributing to local charities monthly. Casey’s ultimate dream is to create a scholarship since he had to put himself through school after his dad passed away.
One other way they’ve gotten their name out there is through Get Safe Radio, which broadcasts proven retirement income strategies in order to help listeners obtain financial freedom.
There are many business owners looking to grow their business and build their online reputation. Here’s Casey’s expert advice for them:
“Measure before you move. Everyone thinks you can blast the internet and turn that into profit, but it doesn’t work that way. Don’t try to shotgun-blast; rather, develop a niche and maintain consistency. Results aren’t immediate.”
Congratulations to Crown Haven Wealth Advisors for being a 2019 Top Rated Local award winner, and thank you so much, Casey, for taking the time to speak with us!
We highly recommend Crown Haven Wealth Advisors in Carmel. Visit their website today!
