Robert Ellrich is a Certified Financial Planner™ practitioner and an associate with Heritage Financial Consultants. For 16 years, Rob has worked with families, business owners and business professionals to achieve their financial and life goals. His clients reside across the United States.
Rob’s practice focuses on building and maintaining meaningful relationships with clients that require a comprehensive wealth management approach to their finances and lives. He develops customized plans for wealth accumulation, preservation, and growth by utilizing investment, estate, risk management, business succession and tax management strategies. Through this process, he removes the burden of financial concern and coordination so that his clients can focus their time and energy on other areas of their life.
Rob earned his bachelor’s degree in Finance from the University of Delaware with a minor in Economics. He went on to obtain a certification as a CERTIFIED FINANCIAL PLANNER practitioner (CFP®) in 2009.
Beyond comprehensive financial planning, I identify what is most important to my clients and proactively work to ensure they are maximizing the time they have, the relationships they care about, and the enjoyment from life that proper planning can provide. My focus is to work with clients that also care about these items and will participate in a collaborative, open, and engaging experience. My requirement is that my clients dedicate the time and energy that is needed to create meaningful outputs and life changing plans.
Collaboration in financial planning is key, not only between me and my clients, but across all professionals in my client’s lives (accountants, attorneys, family members, trustees, etc). This process eliminates planning gaps, allowing our clients to know that their planning is complete and dedicate time to other important areas of their lives. I provide ongoing engagement across all professionals in your life to ensure your plan continues to remain accurate, up to date with current laws and most importantly, not a concern for you.
The growth of my practice comes almost entirely from client referrals. This is largely result of focusing on my clients and their complex needs, rather than networking.
- Registered Investment Advisor Representative
- FINRA Series 7 & 66 registered
- Life and Health insurance registered
- CERTIFIED FINANCIAL PLANNER practitioner (CFP®)
- B.S., University of Delaware
- Minor in Economics, University of Deleware
- The William S. Baer School (Board Member)
Primary Clients or Industries
High net worth individuals
Primary Service Areas
Executive benefits and compensation
Life, disability, and long-term care planning