Robert A. Medvey

Robert has been providing clients with comprehensive financial planning and investment advisory services for more than 25 years. He joined Mercer Advisors in 2022 from Benemark, which he co- founded.

Robert is dedicated to tailoring plans to reflect individual and family timeframes, personal objectives, and preferences. He emphasizes a customized wealth management approach with a focus on providing actionable asset allocation advice.

Robert received a bachelor’s degree in economics from Marquette University and completed the Investments and Wealth Institute’s Certified Private Wealth Advisor (CPWA®) program at the Yale School of Management. A resident of Fairfield, Connecticut, Robert has a strong commitment to his community and supports various local and international charities.

He most enjoys spending time with his wife, Christina, and their son, as well as traveling to new places and creating new life experiences.