Community
For more than 20 years, we have been serving our Muncie, Indiana community. The people we serve are not just clients; they are our friends and neighbors, and we treat them like family.
Learn MoreCommitment
We are committed to serving our clients and as an independent firm, we aren’t tied to any proprietary products or companies. We remain objective.
Learn MoreConfidence
We want you to feel confident in your future. We provide easy-to-understand education and ongoing advice, guiding you through the maze of investing and financial planning.
Learn MoreFinancial Advice for Life's Journey
Without a plan, your journey toward and through retirement can be difficult. Having strategic investment and financial strategies in place with a supportive team guiding you, may help make your journey less strenuous.
At David P. Gilliam & Associates, we understand how overwhelming and complex the world of finance and investing can be. As you face a number of questions and concerns, it’s crucial that you work with an experienced financial professional you trust and with whom you feel comfortable sharing your personal finances and greatest goals. We strive to deliver the highest quality investment and financial advice to help you pursue your hopes and dreams.
In fulfilling this mission, the most important benefits we offer are integrity, commitment, experience and compassion. Our goal is to gain not only your business, but your confidence and friendship as well.
Based in Muncie, Indiana, we work with clients throughout Delaware County, as well as in multiple other states. We would enjoy the opportunity to discuss how to pursue your financial goals. Contact us today to get started.
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Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
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Estimate how much of your Social Security benefit may be subject to federal income tax.
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Estimate your potential federal capital gains tax liability on the sale of an asset.
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In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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What if instead of buying that vacation home, you invested the money?
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For women, retirement strategy is a long race. It’s helpful to know the route.
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Around the country, attitudes about retirement are shifting.
Consider These 3 Things Before Driving Off the Lot
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.


