Robert M. Curry, CFP®




Dave Martin

Wealth Manager


Providing Wealth Management Services to Individuals and Their Families.



Rob’s Focus

Our wealth management process is designed to fully inform our clients and to simplify their financial lives whenever possible. Our wealth management process allows people to focus less on the day-to-day fluctuations in the market and more on achieving their personal goals and objectives.


Experience & Education


2005 - Present Meridian Investment Advisors, Inc.
Wealth Manager

1999 - 2004 CFG Wealth Management Services, Inc.
Investment Advisor

Bachelor of Arts, Indiana University in Economics and History


Professional Designations and Affiilations


  • Certified Financial Planner
  • NASD Series 65 Uniform Investment Advisor
  • Member, The Financial Planning Association