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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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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
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Investors Want a Good Growth Story

Monday, August 11, 2025 Valuations still matter. Even with the market hitting all-time highs, people want more and will ride the hottest stocks for more gains. But prices matter. While investors want a good growth story, overpaying for a flashy stock is dangerous....

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Economy
Aug 11, 2025
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Fears About Social Security

Monday, August 4, 2025 Anxiety over the future of Social Security is causing more people to claim benefits early. Between December 2023 and April 2025, claims rose by 13%. This rise cannot be explained solely by the increase in the number of baby boomers reaching...

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Economy
Aug 4, 2025
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Gradually, then Suddenly

Monday, July 28 The U.S. bond market is flashing red. Using the Bloomberg U.S. aggregate bond index as a proxy, bonds are in their longest bear market in nearly 50 years. Data shows the maximum decline in that period is only 17.2%, however. That’s because the index...

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Economy
Jul 24, 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.