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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 four 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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What a Quarter

Monday, May 4, 2026 This year’s first quarter was a wild ride. It started off well after a strong 2025, reaching new market highs in January. But then global disfunction arose due to the escalating conflict in the Middle East. It led to a severe downturn and the...

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Economy
May 4, 2026
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The Market Uptrend was Broken

Monday, April 20, 2026 Unless you own a lot of energy stocks, the recent past has probably been bad news for your portfolio. Oil prices are higher and the energy sector, once again, has been the biggest gainer. For instance, as of this writing the State Street...

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Economy
Apr 20, 2026
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Newsworthy Nothingness

Monday, April 13, 2026 The Federal Reserve met and did nothing. Normally, this wouldn’t be big news. But when it’s in context of a new war, the Fed’s reaction can take on more importance. To recap: the Fed finished its two-day policy meeting, and as widely...

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Economy
Apr 13, 2026
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Worst Energy Shock in History

Monday, April 6, 2026 The U.S.-Iran war has officially produced the worst energy shock in history. And as of this writing, it's not getting any better. The International Energy Agency confirmed 2026’s closure of the Strait of Hormuz has produced a larger supply...

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Economy
Apr 6, 2026
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The Best Investors are Obsessed with Losing

Monday, March 23, 2026 The primary goal of investing is to avoid catastrophic losses. And yet, markets attract the most participants at the peak of a bull run. Obviously, no trading strategy calls the exact top of a bull market. Peaks will pass and only hindsight...

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Economy
Mar 23, 2026
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Could the U.S. Default on its Debt?

Monday, March 16, 2026 Our government has been on an insane spending spree ever since the pandemic, borrowing $22 trillion and doubling the national debt in six years. Even after Republicans gained control of Congress and the presidency, the deficits continued....

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Economy
Mar 16, 2026
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Consumers Pay All Production Costs

Monday, March 9, 2026 Inflation is returning to the U.S. We can thank trade wars and huge government deficits for crushing the bond market. Resulting higher interest rates then crush the stock market, which is worth more than 200% of economic output and trading at...

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Economy
Mar 9, 2026
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A Super Trend Predictor

Monday, March 2, 2026 During Super Bowl 60, there were more multimillion-dollar commercials broadcast for AI (15) than points scored by the losing team, the New England Patriots (13). AI either created or was the focus of 23% of the ads for America's most watched...

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Economy
Mar 2, 2026

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.