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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 PLANNERTM practitioner (CFP®) in 2009.
Beyond comprehensive financial planning, Rob identifies what is most important to his clients. He proactively works to ensure they maximize their time, the relationships they care about, and the enjoyment from life that proper planning can provide. His focus is to work with clients that also care about these items and will participate in a collaborative, open, and engaging experience. He requires that clients dedicate the time and energy needed to create meaningful plans.
Collaboration in financial planning is key, not only between Rob and his clients and across all professionals in their 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. He provides ongoing engagement across all professionals of clients’ lives to ensure your plan remains accurate, up to date with current laws, and most importantly, not a concern for you.
The growth of Rob’s practice comes almost entirely from client referrals. This is largely result of focusing on clients and their complex needs, rather than networking.
- Registered Investment Advisor Representative
- Series 7 & 66 registered
- Life and Health insurance licensed
- CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®)
- B.S., University of Delaware
- Minor in Economics, University of Deleware
- The William S. Baer School (Board Member)
Client Relationship Manager
Primary Clients or Industries
High net worth individuals
Primary Service Areas
Executive benefits and compensation
Life, disability, and long-term care planning