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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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Estimate how much life insurance coverage may be appropriate for your situation.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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See how your current savings rate and contributions may grow into retirement income.
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Compare different mortgage term lengths side by side to find the option that fits your budget.
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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.