Meet Rob
Rob is a Sr. Wealth Advisor based in Fairfield, Connecticut. He joined Mercer Advisors in 2022 through the acquisition of Benemark, which he co- founded in 1995 and served as Chief Executive Officer, President, and Wealth Advisor. Rob received a B.S. degree in economics from Marquette University and completed the Investments and Wealth Institute’s Certified Private Wealth Advisor® program at the Yale School of Management. He is also a CERTIFIED FINANCIAL PLANNER® professional, Chartered Financial Consultant®, and Chartered Life Underwriter®.
Rob’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Rob has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- Family businesses navigating succession, liquidity, and legacy goals
His working style
Rob is a strong opponent of the one-size-fits-all approach to financial planning. He 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.
Rob in real life
What keeps you busy outside of work?
Spending quality time with my family is what matters most to me. We enjoy a passion for travel and seeking new life experiences together. We are active skiers during winter months, and I enjoy running and all racket sports throughout the year. We have also found a new passion for playing pickleball.
Favorite thing about where you live?
We enjoy the experience of New England’s four seasons and all that is has to offer. We love having access to local university programs, beautiful beaches, great restaurants, and proximity to New York City, Boston, and the mountains of Vermont.
Any words you try to live by?
“Gratitude is not only the greatest of virtues, but the parent of all others.” – Marcus Tullius Cicero
Rob’s snapshots
Meet Rob’s Teammates
Claudia Paluch
Client Service Specialist
What Rob Says
I have had the privilege of working alongside Claudia for more than 25 years. Her attention to details and exceptional operational support are second only to the care and concern she has for all our clients.
Mario Tamasi
Sr. Manager, Tax Services
What Rob Says
Mario is one of the most knowledgeable and likeable tax professionals I have met throughout my entire career. He is always available to collaborate with members of our team on advanced tax strategies to deliver the best possible outcomes for our clients.
Michael Van Boening
Sr. Manager, Financial Planning
What Rob Says
Michael has a deep understanding of the financial planning process and pays incredible attention to detail. His passion for helping advisors on our team create comprehensive and diversified planning outcomes — to help our clients achieve Economic Freedom™ — embodies our values at Mercer Advisors.
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