retirement planning services since 1987

securing tomorrow's

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expert retirement and financial guidance

Expert retirement and financial guidance to help you find the perfect solution.

Daniel A. White & Associates, LLC 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, Daniel A. White & Associates, LLC houses five financial professionals between our two offices located in Glen Mills, Pennsylvania and Middletown, Delaware. Within our offices, we proudly service over a thousand clients across four states: Pennsylvania, Delaware, Maryland and New Jersey.

Our main priority is getting a clear understanding of each client’s unique situation, by using a comprehensive questionnaire to aid us. Having a full knowledge of our client’s situation, ensures that we can better inform them of all of their possible financial strategies available. Next, we will construct a plan together that will give our clients a safe and secure retirement. At our firm, we take a different approach than most advisors by priding ourselves on education aspect. Find out how we can educate you and make you more “dangerous” when it comes to making decisions for yourself!

education is key when planning for retirement
attend a live workshop

At Daniel A. White & Associates, LLC we conduct informational seminars for our community. These events cover a variety of financial topics that are focused on educating and coaching you to make the right financial decisions for your future. Check out a full calendar of our upcoming events.

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 continuous 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.
live with financial security and peace of mind

our services

Almost everyone could benefit from assistance when it comes to their financial planning, retirement planning, and portfolio management. Transitions can be one of life’s most stressful and unpredictable periods – especially the transition from working life to retirement. Without a full comprehensive retirement plan, your financial security is left to uncertainty. With Daniel A. White & Associates, LLC, rest assured you can get all the education, advice, and assistance you will need to maximize what you have.

dan white's radio show - on the money

Dan White keeps listeners in the Philadelphia and Delaware Region up-to-date with the most pressing financial issues. With over 33 years of professional financial planning experience, Dan has a talent of explaining many complex issues in his weekly show.

101.7 FM | 1150 am
Request a free copy of dan's book today!

what you don't know about retirement Planning can hurt you

His book takes readers through the retirement planning process with an easy-to-follow, well-rounded, and relatable approach.

securing tomorrow's future today

The key to realizing your dreams for tomorrow is by starting to think about them today. Your financial security is our most important goal.

Send us a message and receive a complimentary follow-up call from one of our team members!
covid-19 update

We want to let you know we’re keeping things clean and being cautious.

We have adopted the following procedures for all meetings at our office, including the appointment we have scheduled with you:

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