About

About ATIA Wealth

A trusted financial advisor

ATIA Wealth Management is an independent investment advisory firm dedicated to helping individuals, families, and business owners build and preserve long-term wealth.

We combine traditional wealth management principles with modern technology and data-driven investment strategies to deliver thoughtful, disciplined financial guidance.

As a fiduciary, our responsibility is to act in our clients’ best interests at all times. We focus on long-term relationships, personalized planning, and proactive portfolio management designed to help clients navigate changing markets with confidence.

Our approach emphasizes transparency, risk management, and long-term financial discipline.

Mission Statement

ATIA Wealth Management is committed to providing independent, fiduciary-based financial advice designed to help clients build, preserve, and transition wealth across generations.

We combine traditional wealth management principles with modern technology and disciplined investment strategies to deliver thoughtful, personalized financial guidance.

Our mission is to build long-term relationships based on trust, transparency, and proactive advice while helping clients navigate evolving markets with confidence.

Our Firm

ATIA Wealth Management was founded on the belief that financial advice should be objective, personalized, and aligned with each client’s long-term goals.

As an independent firm, we are not tied to proprietary products or corporate mandates. This independence allows us to focus solely on what is best for our clients.

We combine traditional investment principles with modern portfolio construction, technology-driven reporting, and ongoing financial planning to deliver a comprehensive wealth management experience.

Our goal is to build lasting relationships based on trust, communication, and disciplined financial guidance.

Client Reviews

★★★★★

“Before working with ATIA, I had accounts spread all over the place and no real plan. David helped bring everything together and explained things in a way that finally made sense. I feel much more confident about where I’m headed financially.” Peter A.

Office Hours

Monday-Friday - 8:30 am to 3:00 pm

ATIA Wealth

Contact Info

319 E. Madison St., Suite 4G
Springfield, IL 62701

(217) 523-7700

david.gundy@atiawealth.co

Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

ATIA Wealth Management Group is a Registered Investment Adviser registered with the State of Illinois. Advisory services are only offered to clients or prospective clients where the firm and its representatives are properly licensed or exempt from licensure.

This website is for informational purposes only and should not be construed as a solicitation or offer to buy or sell any securities or as personalized investment advice.

All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

For additional information about ATIA Wealth Management Group, including fees and services, please review our Form ADV available at www.adviserinfo.sec.gov.