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.
Helpful Content
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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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?"
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Rightsizing for Retirement
What does your home really cost?
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.