Casey Marx Receives Advisor Of The Year Award
Aegis Financial proudly honors Casey Marx as Advisor of the Year
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 shows Smart Money with Casey Marx, Casey finds great joy assisting Hoosiers to guarantee their retirement dollars for a future in which they can genuinely rely upon. His firm, Crown Haven, was just rated the #1 Independent Wealth Advisory Practice in Indiana.
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 has earned the Retirement Income Certified Professional designation at The American College, unanimously the #1 designation in the field.
Page Updated Last on: Apr 28, 2020