Casey Marx Named Contributing Author for ThinkAdvisor
Carmel, Indiana Retirement Advisor Casey Marx Joins National Organization
ThinkAdvisor provides registered investment advisors and financial advisors with comprehensive coverage of the products, services, and trends necessary to guide their clients in making critical wealth, health, and life decisions. We celebrate those who are adapting and succeeding in new ways, and we translate the impact of regulations and technology into digestible, shareable information so you can spend more time advising clients and running your business.
A trailblazer, Casey has been recognized by Forbes Magazine as one of America's Financial Leaders, recognized as an enduring member of the National Ethics Association, and a sought-after speaker within the retirement income planning field, showcasing his unique perspective on retirement income planning solutions for individuals approaching or in retirement.
As host of Indiana's #1 retirement income planning shows Smart Money with Casey Marx, Casey experiences great joy educating Hoosiers to guarantee their retirement dollars for a future that they can securely rely upon. His firm, Crown Haven, was just rated the #1 Independent Wealth Advisory Practice in Indiana.