Broker Check

David P. Gilliam & Associates, Inc. - David Gilliam - Muncie, IN

Contact Us
 

Office: (765) 281-0012

Toll-Free: (800) 613-2111

Financial Advice for Life’s Journey Planning Your Financial Route Guiding Your Financial Path Navigating Your Financial Maze

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 More

Commitment

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 More

Confidence

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 More

Financial 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.


Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. 

Learn more

Helpful Content

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

 

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

View all articles arrow

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

View all videos arrow