Ellrich promoted to Partner, to strengthen leadership team at Baltimore-based financial planning firm.
Hunt Valley, Md. (December 14, 2022) – Heritage Financial Consultants, LLC today announced that Rob Ellrich, a Certified Financial Planning Professional and registered representative of Lincoln Financial Advisors, has been elevated to a partner at the firm.
The promotion to partner for Ellrich helps build upon an already-strong leadership team, with the firm leaning on his expertise and voice in the industry. The elevation in joining the executive team will provide perspective from the next generation of our firm. The firm is consistently looking for new ways to serve their clients, building on twenty-three years of success.
For the last 16 years, Rob has worked with families, business owners, and business professionals to achieve their financial and life goals. He has built and maintained his practice on the foundation of meaningful relationships with his clients that require a comprehensive wealth management approach to their finances and lives. He specializes in delivering customized plans for wealth accumulation, preservation, and growth by utilizing investment, estate, risk management, business succession and tax management strategies.
Beyond the role of comprehensive financial planning, Rob has fostered a collaborative, open and engaging process with his clients with the shared belief to ensure they maximize their time, the relationships they care about, and the enjoyment from life that proper planning can provide.
“We are proud to name Rob to our leadership team and know that he will provide incredible insight,” said John McCarthy, Partner and Financial Planner at Heritage Financial Consultants. “He began his career working on my team at Heritage over 16 years ago. From the time he joined, the hard work, initiative and dedication to his craft has been unparalled. We feel this is a natural next step for him to join our leadership team as a partner.”
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.
Led by founder Brian Gracie, Heritage Financial Consultants aims to positively impact the lives of their clients and their families through education and innovative financial solutions. Well into its second decade, Heritage Financial Consultants holds more than $6 billion in client-invested assets across 12 offices in Maryland, Virginia, Delaware, Florida, Pennsylvania, and New Jersey.