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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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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
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The Only Path Forward for Our Debt

January 6, 2025 Our governmental debt is getting so big that I don’t think we’ll be able to grow our way out of this situation. While economic growth as a sole solution to our debt problem always seemed like a long shot, it’s now as if growth won’t be able to do...

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Economy
Jan 6, 2025
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We Should Probably Be Patient

December 16, 2024 It’s apparent we have a politically divided nation. That said, for many Americans, the future is bright. They’re reveling in the fact that Donald Trump won the presidential election, and that Republicans swept Congress. But what is the chance a...

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Economy
Dec 16, 2024
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New Administration, Same Old Problems

December 9, 2024 President-elect Donald Trump and the Republicans will soon own the same economic problems they talked about on the campaign trail. After all, it’s not like our big challenges will magically disappear overnight. For instance, U.S. debt is growing...

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Economy
Dec 9, 2024

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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