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Robert H. Ellrich

CFP®

Financial Planner

About Robert H. Ellrich

Rob’s Approach

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.

Certifications
  • Registered Investment Advisor Representative
  • FINRA Series 7 & 66 registered
  • Life and Health insurance registered
  • CERTIFIED FINANCIAL PLANNER practitioner (CFP®)
Education
  • B.S., University of Delaware
  • Minor in Economics, University of Deleware
Community Involvement
  • The William S. Baer School (Board Member)

CRN-3946491-120621

Robert H. Ellrich's Team
Ross Eagles

Ross Eagles

Associate Planner

Adam Green

Adam Green

Planner Assistant

Primary Clients or Industries

High net worth individuals

Corporate executives

Families

Business owners

Primary Service Areas

Investment management

Executive benefits and compensation

Retirement planning

Estate planning

Life, disability, and long-term care planning

Asset management

Education funding

robert.ellrich@lfg.com

410-771-5678

410-785-0044

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307 International Circle, Suite 390 Hunt Valley, MD 21030

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We are licensed in the following states. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, Wyoming and Puerto Rico.

Insurance: Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois (IL), Indiana (IN), Iowa, Kentucky, Maine, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, Wisconsin and Wyoming.

Heritage Financial Consultants

307 International Circle
Suite 390
Hunt Valley, MD 21030
P: 410-785-0033  F: 410-785-0044

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

 

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

 

Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors.

 

Lincoln Financial Advisors and its representatives do not offer tax or legal advice.  Individuals should consult their tax or legal professionals regarding their specific circumstances. 

Not all registered representatives with our firm are able to offer advisory services.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here

CRN-3372080-121520 

Committed to your success.

 

© 2020 Heritage Financial Consultants, LLC

 

1 The Top Workplace award is independently produced by the Baltimore Sun and is based on employee feedback via a 50 question survey.  Heritage Financial Consultants, LLC (Heritage) applied for this award.  Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Sun for  the nomination, promotion or receipt of this award.  This award was independently granted and a membership in an organization was not required. 

2 The Largest Financial Planners in the Baltimore area award is independently produced by the Baltimore Business Journal and is based on the ranking of local Baltimore financial planning firms by the number of registered representatives. Heritage was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Business Journal for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.

3 The Top 30 Money Managers in the Philadelphia area award is independently produced by the Philadelphia Business Journal and is based on the ranking of local Philadelphia financial planning firms by assets under management. Heritage Financial Consultants, LLC (Heritage) was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Philadelphia Business Journal for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.

4 The Fastest-Growing Private Companies in the Baltimore area award is independently produced by the Baltimore Business Journal and is based on the ranking of private local Baltimore companies by annual revenue growth. Heritage Financial Consultants, LLC (Heritage) was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Business Journal for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.