Robert Ellrich, a CERTIFIED FINANCIAL PLANNER™ practitioner and Partner at Heritage Financial Consultants, boasts 18 years of dedicated service to families, business owners, and professionals nationwide. Specializing in wealth management, Rob crafts tailored plans for accumulation, growth, preservation, transfer, and tax optimization. His primary focus centers on high net worth individuals in the executive and business owner space.

Setting himself apart, Rob’s approach hinges on two pillars: Values-Based Planning and Team Collaboration. He delves beyond traditional financial planning, identifying clients’ core values to enhance their relationships and overall life satisfaction. Rob’s proactive stance helps ensure strategic investment and retirement planning, collaborative estate design, and the transfer of wealth to future generations with ongoing education.

Emphasizing collaboration, Rob fosters teamwork not only with clients but also among professionals in their lives—accountants, attorneys, family members, trustees, and more. This comprehensive, proactive strategy is designed to eradicate planning gaps, providing clients assurance that their comprehensive plan is well-rounded. Rob selectively accepts clients annually, prioritizing those committed to values-based, collaborative, and comprehensive planning experiences.

Rob earned his bachelor’s degree in Finance from the University of Delaware with a minor in Economics. He obtained a certification as a CERTIFIED FINANCIAL PLANNER™ practitioner in 2009.