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Robert A. Medvey,
CFP®, CPWA®, ChFC®, CLU®

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.

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