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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!

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 “Wealth Effect”

March 17, 2025 Many folks are experiencing a “wealth effect” where they feel rich because the values of their homes and investment portfolios have risen, causing them to spend more. Technically, the “wealth effect” is when spending jumps because assets have...

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Economy
Mar 17, 2025
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The Trade Wars Return

March 10, 2025 President Donald Trump announced the U.S. would add 25% tariffs on imports from Mexico and some from Canada. But after both countries reportedly agreed to send thousands of their own troops to U.S. borders to help stop illegal immigration and the...

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Economy
Mar 10, 2025
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The S&P 500 Is Not Diversified

March 3, 2025 Surely, you’ve heard about “not putting all your eggs in one basket.” This overused cliche stresses the importance of diversification (spreading out risk across a group of investable assets). For stocks, advisors often suggest a basket of 20-30 stocks...

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Economy
Mar 3, 2025
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Famous “Market Rules to Remember”

February 24, 2025 As the market remains frothy from a historical perspective, I encourage you to read some interesting points from Merrill Lynch’s former Chief Market Analyst, Bob Farrell. His famous “Market Rules to Remember” first appeared after the dot-com...

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Economy
Feb 24, 2025
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Cheaper, Faster Government Is Not Guaranteed

February 17, 2025 You’ve probably heard of the new Department of Government Efficiency, or DOGE. While it offers long-term promise, it’s suffering some short-term peril. When it comes to spending, it almost doesn't matter who gets elected president. That’s because...

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Economy
Feb 17, 2025
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A Trend Towards Higher Rates

February 10, 2025 The bond market may be starting to worry. Last year was a good one for stocks. The Nasdaq Composite Index gained 28%, the S&P 500 gained 23%, and the Dow Jones Industrial Average rose almost 13%. But if you look closer, both the 30-year and...

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Uncategorized, Economy
Feb 10, 2025
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Tariffs, Immigration, And Taxes

February 3, 2025 Let’s talk about three key pillars of President Trump’s policy agenda: tariffs, immigration, and taxes. Tariffs have been a Trump centerpiece. He announced his intention to impose 25% tariffs on Mexico and Canada, our two largest trading partners...

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Uncategorized, Economy
Feb 3, 2025
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One Man’s Waste Is Another Man’s Revenue

January 20, 2025 Political types of all stripes love to condemn government waste, fraud, and abuse. That’s easy – who opposes it? The problem is when you get specific. Someone argues this agency or that program should be cut, and disagreement ensues. It’s not...

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Economy
Jan 20, 2025
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Help America with Its Debt Problem

January 13, 2025 The U.S. budget deficit soared to $258 billion in October. It was one of the biggest monthly deficits on record. Debt as a percentage of economic output (gross domestic product) has increased to 121%. That means we spend $1.21 for every $1 of...

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Economy
Jan 13, 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.

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