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Robert H. Ellrich

CFP®

Financial Planner

About Robert H. Ellrich

Meet Rob

Robert Ellrich is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) practitioner and an associate with Heritage Financial Consultants. Since 2005, Rob’s practice has concentrated on wealth creation and preservation for individuals, families, and business owners.

Rob was born in Baltimore, where he graduated from St. Paul’s High School. He still resides in Baltimore with his wife and two boys. His hobbies include playing with his kids, golf, squash, and hunting. He graduated from The University of Delaware with a B.S. in Finance.

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

410-771-5678

410-785-0044

307 International Circle, Suite 390 Hunt Valley, MD 21030