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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.
Today's Retirement Concerns and Solutions
Today's Retirement Concerns and Solutions
Today's Retirement Concerns and Solutions
Today's Retirement Concerns and Solutions
Today's Retirement Concerns and Solutions
Today's Retirement Concerns and Solutions
Today's Retirement Concerns and Solutions
Today's Retirement Concerns and Solutions
Today's Retirement Concerns and Solutions
Today's Retirement Concerns and Solutions
Today's Retirement Concerns and Solutions
Today's Retirement Concerns and Solutions
Today's Retirement Concerns and Solutions
The Latest From Our Blog…
Investment Wisdom Maybe Not So Wise
Monday, October 19, 2026 The 60-40 portfolio, which for a long time has been a “set it and forget it” way to generate long-term wealth, is kind of dead. Well, the 40 side of it is hurting at least....
History Happens Again and Again
Monday, October 12, 2026 I don’t know who said it, but I love this quote: “There are decades when nothing happens, and then there are weeks when decades happen.” I love it because it focuses on how...
A Higher-For-Longer Situation
Monday, October 5, 2026 Here’s some good news – federal tax revenues keep increasing. But there’s bad news too. Spending is increasing faster than the revenue. The U.S. collected a record $5.23...