Robert H. Ellrich

Heritage Financial

410-771-5678

Heritage Financial Consultants, LLC

Robert H. Ellrich, a CERTIFIED FINANCIAL PLANNER™ practitioner, joined Heritage Financial Consultants in 2005.  His practice concentrates on the private wealth management arena with a focus on the financial planning process.  Rob also provides comprehensive financial planning in the areas of asset management, retirement planning, education funding, personal risk management (insurance) and estate planning.

Education and Certifications

  • BS in finance and a minor in economics from The University of Delaware
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Investment Advisor Representative
  • Series 7 & 66 registered
  • Life and Health insurance licensed

On a Personal Note

Rob was born in Baltimore, where he graduated from St. Paul’s High School.  After St. Paul’s, he attended The University of Delaware, where he played for their Varsity Golf Team. Rob and his wife reside in Baltimore, MD with their two sons.

Main Service Areas

  • Financial Planning
  • Estate Planning
  • Asset Management
  • Retirement Planning
  • Risk Management (Insurance)