Robert A. Medvey

Sr. Wealth Advisor


Robert has spent over 25 years providing clients with comprehensive financial planning and investment advisory service. Rob joined Mercer Advisors from Benemark where he was the Co-Founder. Robert is committed to tailoring plans to reflect individual 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. He also completed the Investments and Wealth Institute’s Certified Private Wealth Advisor (CPWA®) program at the Yale School of Management. A resident of Fairfield, CT, Robert has a strong community commitment and is a supporter of various local and international charities. He most enjoys spending time with his wife Christina and their young son, traveling to new places and creating new life experiences.


1500 District Avenue

Burlington, Massachusetts 01803

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965 Post Road East

Westport, Connecticut 06880

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