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We Are DWA

Dan White & Associates was founded in 1987, specializing in retirement and financial planning. We focus on addressing the distinctive financial needs of those nearing retirement and those who have already retired. Today, Dan White & Associates houses five financial professionals between our three offices located in Glen Mills, PA, Middletown, DE, and Lewes, DE. Within our offices, we proudly service over two thousand clients in the region.

Our main priority is getting a clear understanding of each client’s unique situation, by using a comprehensive questionnaire to aid us. Having full knowledge of our client’s situation ensures that we can better inform them about all of the possible financial strategies available to them. Next, we construct a plan together that will give our clients a clear path toward a safe and secure retirement. At our firm, we take a different approach than most advisors by priding ourselves in the educational aspect of retirement planning.

Find out how we can educate you and help make you more confident when it comes to making retirement decisions!

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Complimentary Educational Seminars!

At Dan White & Associates, we conduct informational seminars throughout the Pennsylvania, Delaware, and Maryland areas. We typically host two or three seminars per week! These events cover a variety of financial and retirement planning topics, and can help educate you on the challenges you could face in retirement. Get advice from the professionals on our team that have expertise in retirement and financial planning.

Check out our upcoming events

The Latest From Our Blog…

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The Fourth Quarter Effect

Monday, October 27, 2025 September is generally regarded as the worst month in the stock market over the course of the year. But October-December is the strongest time of the year historically, and the fourth quarter consensus consistently demonstrates strong...

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Economy
Oct 22, 2025
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Could Be a Melt Up

Monday, October 20, 2025 The stock market has gained over 20% the last two years and over 14% so far this year. And yet, some people think it's just getting started. This market backdrop is about as bullish as it gets. Despite all the rate hikes of 2022, the...

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Economy
Oct 20, 2025
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When Money Was Free, Prices Didn’t Matter

Monday, October 13, 2025 It seems like a sure thing, but a key question remains for American homeowners and those who want to own homes. That is, will lower interest rates help the housing market? With the Federal Reserve’s recent interest rate cut plans, the...

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Economy
Oct 13, 2025
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Don’t Trust the Robots

Monday, September 29, 2025 The robots are out to get you. Human investment advisors have a long history of self-interested decisions. They might make an unnecessary flurry of trades for more commissions or collect steep management fees for buying the S&P 500...

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Economy
Sep 23, 2025
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Why is the Market Still Up?

Monday, September 22, 2025 We’re in September, and talk about a disconnect. Why is the market near or making new all-time highs with all these negative things swirling? Well, one reason could be American companies are buying their own stocks at a record pace. These...

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Economy
Sep 15, 2025
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America’s Credit Problem

Monday, September 15, 2025 Lower interest rates can't come soon enough for the average American. When Federal Reserve Chair Jerome Powell hinted at a possible interest rate cut soon, there was a collective sigh of relief. Powell has avoided cutting rates too soon,...

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Economy
Sep 11, 2025
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The Federal Reserve Is Caught in a Trap

Monday, September 8, 2025 It's well known the Federal Reserve has a dual mandate guiding its actions and policy decisions. It aims to maintain price stability and inflation across the U.S. economy along with keeping robust employment levels. But the Fed is moving...

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Economy
Sep 4, 2025
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Indicators Show Euphoria

Monday, August 25, 2025 Stocks have been red hot for a while, with the major indices all rallying more than 30% since April lows. It's been a great trading environment. So, what's the problem? Well, everyone is frothy and bullish. Early on in this rally, people...

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Economy
Aug 25, 2025
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President Trump Versus the Federal Reserve

Monday, August 18, 2025 The Federal Reserve was established to serve as an independent guardian of the U.S. financial system, free from political pressures and short-term decisions. But President Trump is blurring the lines. It’s President Trump versus the Federal...

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Economy
Aug 18, 2025

Dan White is an Official Ed Slott Master Elite IRA Advisor

As a member of Ed Slott’s Elite IRA Advisor Group℠ Dan White trains with Ed Slott and his team of IRA Experts on a continual basis. All members of Ed Slott’s Elite Advisor Group pass a background check, complete requisite training, attend semi-annual workshops and webinars, and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees.