Retirement planning, investment management, and financial guidance grounded in more than 40 years of experience.
Tailored to your life, your goals, and your sense of stability.
Handling your money can feel overwhelming— but it doesn’t have to be.
You’re planning for your future — and the future of your family — and we’re here to help you navigate the countless choices along the way. Not just for today, but for life.
Whether you're making your first big purchase, growing your investments, mapping out your dream retirement, or preparing for the unforeseeable, RockHaven helps make the complex feel simple.
We take the time to understand your needs and goals, and match you with options and opportunities to support your journey.
Life happens, and with it, uncertainty. Let’s get you and your family prepared.
Guidance for Every Generation
At RockHaven, wealth is more than numbers — it’s about preparing you, protecting you, and providing you with what matters most across your lifetime, and for generations to come.
Whether you're building your financial foundation, growing your wealth, or planning your legacy, we're here to help you make confident, lasting decisions — for yourself and for those you love.
Explore how we can support you at every stage
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Grow Wisely. Protect Fiercely.
Whether you’re setting up your first investment account or managing a seasoned portfolio, your strategy should adapt with you. We help clients of every generation build and manage portfolios that reflect their goals, timelines, and lifestyles — because smart investing supports not just today’s dreams, but tomorrow’s opportunities.Customized portfolio setup and management
Ongoing risk assessment and rebalancing
Access to a range of investment vehicles
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Plan for the future you deserve.
Whether you’re decades away from retirement or planning to transition soon, we help you set up a roadmap that supports your future self — and your future family. From first-time savers to experienced professionals, we tailor retirement strategies that grow and flex with you.401(k) setup and rollover support
SEP and Simple IRA planning for business owners
Traditional and Roth IRA account management
Income planning for retirement years
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Protect what matters most.
Be honest: How much do you know about your existing policy?
We can help you navigate the jargon and get down to what really matters.
Life insurance offers more than protection — it offers confidence in the future for yourself and your family.
Whether you're a young person, a new parent, or revisiting your coverage as you build wealth, we help you choose a policy that fits your stage of life and your legacy goals.Term life insurance
Whole life and universal life policies
Policy reviews and updates as your life evolves
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Prepare for the unexpected.
Thinking about our parents in poor health is hard. Reality is, health events affect not only individuals, but entire families. Preparing now can protect your financial security and your loved ones’ sense of stability in the future.
We help you understand long-term care options at any stage of life, so that you canplan with more clarity – less fear.Long-term care insurance options
Hybrid life/long-term care policies
Guidance on navigating future care costs
YOUR LIFE
YOUR SENSE
OF STABILITY
YOUR
LEGACY
OUR
GUIDANCE
Your Next Step:
It's never too early — or too late — to start planning with intention.
Our Approach is clear, collaborative, and grounded in integrity.
With over 40 years of experience, our approach is built on clarity, not complexity.
We take the time to understand what matters to you— your goals, priorities, and what would give you confidence in the future. You’ll receive straightforward guidance tailored to your unique situation.
Because when you have a professional who truly listens, your financial future becomes a lot easier to face.
Meet the financial professional behind RockHaven Wealth Management
Financial Strategy
Building Your Foundation
Every great plan starts with a conversation. In our first meeting, we take the time to understand what matters most to you — your goals, values, and financial priorities. Through a detailed discovery process, we gather the facts and develop a strategy tailored to your unique situation.
Implementation
Turning Strategy Into Action
Once your strategy is in place, we use advanced planning tools and real-world illustrations to model potential paths forward. Our software can monitor all of your accounts in one, easy-to-use dashboard. Together, we’ll review the options and move forward with the plan most suited to your needs, your lifestyle, and your comfort with risk.
Ongoing Review
Adapting to Life’s Changes
Life happens — and your plan should adapt with it. That’s why we schedule regular check-ins to review progress, address any changes, and make adjustments as needed. Whether you stay the course or shift direction, we’ll make sure your financial strategy continues to support your evolving goals.
Meet Randy
Steady guidance and over 40 years of experience helping people just like you.
Randy Warren has spent the last four decades helping individuals, families, and small business owners make confident financial decisions — through every market cycle and life stage.
As the founder of RockHaven, Randy’s approach is rooted in clear communication, thoughtful strategy, and a deep commitment to doing what’s right by his clients. He’s built his practice on relationships, not transactions, earning the trust of multiple generations along the way.
Randy specializes in wealth management, retirement planning, and legacy preparation, working closely with individuals, families, and business owners.
He has extensive experience assisting clients in the New Jersey Alternate Benefit Program (NJABP) and the Public Employee Retirement Systems (PERS), helping public employees navigate their financial futures with a refreshing sense of clarity and confidence.
After serving his country in the United States Air Force, Randy earned his degree in Business and Finance from Rowan University. A lifelong Cherry Hill resident, he chose to build both his career and his family close to home — staying rooted in the community that shaped him.
While based in New Jersey, Randy is also licensed and appointed to serve clients in 15 states nationwide, helping families plan and protect their futures across generations.
When he’s not working, Randy enjoys Philly sports, hot yoga and spin classes, and spending time with his wife, daughter, and their dogs, Gus and Romeo.
Ready to start building your future?
From laying the foundation to planning your legacy, RockHaven is here to guide you every step of the way.