Company
David P Gilliam & Associates, a trusted investment services firm based in Muncie, Indiana, was founded in 1994 with the belief that the interests of the client must always come first. Our goal is to provide our clients with the information and guidance necessary to make sound financial decisions.
Gilliam & Associates provides access to a full range of financial services for those whose goal is to preserve and increase their financial assets. Our investment process is designed to provide you with a profile of your current financial standing, as well as information about how we can help you pursue your financial goals.
We provide individual and institutional clients with investment advice and access to products from many of the nations "leading" investment companies. We would enjoy the opportunity to discuss how to make your financial dreams a reality.
Please feel free to contact us with any questions or comments.
DAVID P. GILLIAM & ASSOCIATES
MISSION STATEMENT
Our promise is to deliver the highest quality investment and financial advice to help you pursue your hopes and dreams. In fulfilling that promise, the most important products we offer are integrity, commitment, experience and compassion.
To that end, our goal is to gain not only your business but your confidence and friendship as well.
Although our purpose is to serve the investing public, our greatest challenge is to serve our community, those who are less fortunate, and our Creator.