Financial advisor · Carmel, IN · reviewed since 2017
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 55%82+44.7Reliability 24%82+19.9Value 14%87+12.3Replies to reviews 7%100+7.1Experts Score= 84Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.84SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#33 of 41 financial advisorsiPosition by Experts Score among all companies we track in this category. · better than 20%
4.8★★★★★56 Google reviews · 10 photos
91%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Google reviewers rate Crown Haven Wealth Advisors 4.8 out of 5 based on 56 reviews, noting that the owner responds to all feedback. Clients frequently praise the team for their patience, thorough explanations of complex financial matters, and helpfulness with retirement planning and annuity setup. However, a small number of low-star reviews criticize the firm for providing minimal contact after the initial sales process and for pushing insurance products with high commissions.
Google rating: 4.8 out of 5 from 56 reviews (91% five-star).
Reviews on this page: 56 Google reviews (53 with written comments).
Owner responses: the business replied to 100% of reviews.
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: craft & service and momentum; weakest: reliability.
Crown Haven Wealth AdvisorsFinancial Advisors median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Crown Haven Wealth Advisors: 82/100 on this factor. Category median: 98.A
82
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Crown Haven Wealth Advisors: 82/100 on this factor. Category median: 98.A
82
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Crown Haven Wealth Advisors: 100/100 on this factor. Category median: 100.A
100
ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Crown Haven Wealth Advisors: 87/100 on this factor. Category median: 100.A
87
MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Crown Haven Wealth Advisors: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Crown Haven Wealth Advisors: 100/100 on this factor. Category median: 76.A
100
Bar = this company · dark tick = category median.
Star ratings
56 Google reviews we collected
4.8of 5
5 stars5191%
4 stars12%
3 stars00%
2 stars47%
1 star00%
Praise vs complaints
Phrases our text analysis found in 53 written reviews
97%praise
Praise7197%
Complaints23%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude2838%
Honesty & trust1419%
Would recommend1216%
Quality & results710%
Speed & response710%
Communication45%
Price & value11%
What customers talk about
We read 53 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“From the greeting at reception until our business was complete, everyone was very knowledgeable and kind.”
“This team operates with a level of care, discipline, and integrity that’s hard to find in any industry—let alone in wealth management.”
“I used them for my mom’s retirement planning and would definitely recommend!”
“…particularly Gordon Campbell my personal wealth advisor, has done a wonderful job ensuring that my retirement investments are sound and growing.…”
“They are always so kind on the phone and address all of my questions/concerns in a timely manner.”
“The staff at Crown Haven took great care explaining how annuity was working for us.”
People customers mention
Marx11 reviews
Campbell5 reviews
Casey5 reviews
Angela4 reviews
Laura3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Recent reviews
CCathy7 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 7 months ago★★★★★
The staff at Crown Haven took great care explaining how annuity was working for us. When it came to to setup our payments to be taken once we reached the age requirement, we could not have asked for better service. From the greeting at reception until our business was complete, everyone was very knowledgeable and kind.
DDebbie3 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 7 months ago★★★★★
Cameron was great to work with!! He’s personable and very knowledgeable about our investments. We would highly recommend him!!
JJoseLocal Guide · 27 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 7 months ago★★★★★
I’ve been working with Crown Haven Wealth Advisors for just over two years now. Planning for retirement can be overwhelming however, the staff of Crown Haven, in particularly Gordon Campbell my personal wealth advisor, has done a wonderful job ensuring that my retirement investments are sound and growing. Gordon has…
KKen2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 7 months ago★★★★★
I have consistently had great experiences working with Crown Haven, from initial meetings with Casey Marx, to ongoing meetings with Gordon Campbell. They are knowledgeable, personable, and caring.
AArtour8 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 8 months ago★★★★★
Great team to work with! Very professional and customer focused. The service received was beyond expectations. Thank you team!
JJo15 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 9 months ago★★★★★
Had a preliminary call with Blake, who took the time to provide detailed budgetary advice. If all advisors at Crown Haven are as considerate as Blake, I would be happy to work with any of them.
Thank you so much for your kind review. It truly means a lot to our entire team at Crown Haven! We're thrilled to hear about the great experience with Gordon, and your feedback motivates us to keep delivering excellent service. If you ever need anything, please contact us at your earliest convenience as we would love to help!
C
Cathy Schunn7 reviewsiTotal number of Google reviews Cathy has written across all businesses on Google Maps, not just this one.
The staff at Crown Haven took great care explaining how annuity was working for us. When it came to to setup our payments to be taken once we reached the age requirement, we could not have asked for better service. From the greeting at reception until our business was complete, everyone was very knowledgeable and kind.
Response from the owner · 7 months ago
Cathy, Thank you so much for your kind 5-star review. It really means a lot to us! We're thrilled that our team made everything clear and provided such helpful, friendly service from start to finish. If you ever need anything, please contact us at your earliest convenience as we would love to help!
D
Debbie Jones3 reviewsiTotal number of Google reviews Debbie has written across all businesses on Google Maps, not just this one.
Cameron was great to work with!! He’s personable and very knowledgeable about our investments. We would highly recommend him!!
Response from the owner · 7 months ago
Thank you for your kind words and for taking the time to share your experience. We are truly thrilled to hear that you’d highly recommend Cameron. We look forward to continuing to support you.
J
Jose GomezLocal Guide · 27 reviewsiTotal number of Google reviews Jose has written across all businesses on Google Maps, not just this one.
I’ve been working with Crown Haven Wealth Advisors for just over two years now. Planning for retirement can be overwhelming however, the staff of Crown Haven, in particularly Gordon Campbell my personal wealth advisor, has done a wonderful job ensuring that my retirement investments are sound and growing. Gordon has a fantastic way of making complex financial matters easy to understand. I’m more confident in my future now than I’ve been in over a decade.
Response from the owner · 7 months ago
Thank you for your kind words and for taking the time to share your experience. We are truly grateful for your trust over the past two years and delighted that Gordon Campbell has made retirement planning clear and straightforward while helping your investments grow with confidence. We look forward to continuing this journey with you for many years to come.
K
Ken Burbank2 reviewsiTotal number of Google reviews Ken has written across all businesses on Google Maps, not just this one.
I have consistently had great experiences working with Crown Haven, from initial meetings with Casey Marx, to ongoing meetings with Gordon Campbell. They are knowledgeable, personable, and caring.
Response from the owner · 7 months ago
Thank you for your kind words and for taking the time to share your experience. We are truly grateful for your continued trust and are delighted that both Casey Marx and Gordon Campbell have delivered the knowledgeable, personable, and caring service you deserve.
We look forward to supporting you for many years to come.
A
Artour Vasmout8 reviewsiTotal number of Google reviews Artour has written across all businesses on Google Maps, not just this one.
Great team to work with! Very professional and customer focused. The service received was beyond expectations. Thank you team!
Response from the owner · 8 months ago
Thank you so much for your kind words! We're thrilled that our team exceeded your expectations. Your feedback inspires us to continue delivering exceptional wealth management solutions.
J
Jo Adjei15 reviewsiTotal number of Google reviews Jo has written across all businesses on Google Maps, not just this one.
Had a preliminary call with Blake, who took the time to provide detailed budgetary advice. If all advisors at Crown Haven are as considerate as Blake, I would be happy to work with any of them.
Response from the owner · 9 months ago
Thank you for sharing your feedback! We're thrilled that your call with Blake was helpful and his guidance left a positive impression. At Crown Haven, we strive to deliver that same care and clarity in every interaction. It means a lot that it came through. We're here for any questions or next steps.
T
Tony Nise1 reviewiTotal number of Google reviews Tony has written across all businesses on Google Maps, not just this one.
I’ve had the opportunity to observe Crown Haven closely over the past decade, and what Casey Marx has built here is something truly rare. This team operates with a level of care, discipline, and integrity that’s hard to find in any industry—let alone in wealth management.
The value they provide is real. I’ve seen their strategies play out. I’ve watched people gain clarity, confidence, and peace of mind because of the thoughtful, personalized planning that happens here. It’s not theory. It works.
Gordon brings wisdom and calm to even the most complex planning conversations. Nathan’s investment knowledge runs deep, and his insights are consistently sharp. Joe and Cameron contribute powerful perspective and economic insight, while Jeff’s presence adds depth to the leadership and vision. Angela is a master of follow-through and genuine care, and Laura sets the tone from the moment you walk in—with warmth, professionalism, and a knack for remembering what makes each person feel seen.
This isn’t a transactional operation. It’s a team of people who show up for others with intention, heart, and expertise. I’ve seen it with my own eyes—and that’s why I wanted to speak up.
Response from the owner · a year ago
Thank you for your heartfelt and powerful review! We’re deeply honored by your decade-long perspective and kind words about Casey, Gordon, Nathan, Joe, Cameron, Jeff, Angela, Laura, and the entire Crown Haven team. It means the world to know that our care, discipline, and integrity shine through, delivering real value and peace of mind. We’re grateful for your trust and for witnessing the impact of our work—thank you for sharing such a meaningful endorsement!
M
Megan Desjardins3 reviewsiTotal number of Google reviews Megan has written across all businesses on Google Maps, not just this one.
I onboarded a few years ago and have been very pleased with, not only, the plan Casey and his team laid out but by the service Laura and Angela have provided. They are always so kind on the phone and address all of my questions/concerns in a timely manner. I would definitely recommend Crown Haven
Response from the owner · a year ago
Thank you for your wonderful review and for trusting Crown Haven with your financial plan! We’re thrilled to hear that Casey, Laura, Angela, and the team have provided you with a plan and service that exceeds your expectations. It’s our joy to address your questions with kindness and timeliness, and we truly appreciate your recommendation!
K
Katherine Price2 reviewsiTotal number of Google reviews Katherine has written across all businesses on Google Maps, not just this one.
In a time where retirement planning has a new meaning, Angela, was very informative, kind and helpful in getting answers that I needed. She was very patient and knowledgeable in answering all my questions and I am so very thankful for Crown Haven Wealth Advisors in helping me plan for not only my future but the future of my daughters. I wouldn’t hesitate in the future to reach out again! Thank you so much! Planning for the future? Crown Haven is where your trust needs to be!
Response from the owner · a year ago
Thank you for your wonderful review and for sharing how meaningful your experience with Crown Haven has been! We’re so grateful for your kind words about Angela’s patience, knowledge, and care in helping you plan for your future and your daughters’. It’s our privilege to support you in this new era of retirement planning, and we’re here for you anytime you need us. Thank you for your trust and recommendation!
