Robert A. Medvey

Partner  |  CFP®

rmedvey@benemark.com

BIO

Robert A. Medvey

Robert is the Co-Founder and CEO of Benemark, Inc., where he has spent over 25 years providing clients with comprehensive financial planning and investment advisory services.

As a financial advisor, he serves a client base that encompasses small business owners, entrepreneurs, high-net-worth professionals, trustees and individuals preparing for retirement. 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. Earning his bachelor degree in Economics from Marquette University, Robert holds the CERTFIED FINANCIAL PLANNER™ designation and also holds the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations.

Amplifying his knowledge as a financial advisor, Robert 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 including being an avid support of local Rotary initiatives and was the first Club President and a founding member of the Black Rock Rotary Club. He most enjoys spending time with his partner Christina and their young son, traveling to new places and creating new life experiences.