Helping you optimize

your income in retirement

Access the FREE Guide!

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!

Proud to be featured in:

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…

0

Rate Cuts Are a Warning Sign

Monday, January 12, 2026 Are interest rate cuts doing what they're supposed to do? Most investors expect rate cuts to boost stock prices, unlock the mortgage market, drive up spending and keep the economy running hot. In other words, they view cuts as a magic wand...

Read More
Economy
Jan 12, 2026
0

Celebrating a Slowdown

Monday, January 5, 2026 In finance, negative economic headlines can send the stock market higher. It’s counterintuitive, yes. But it’s true. For instance, rising unemployment should be a warning siren for equity investors – they don’t want a recession. But in...

Read More
Economy
Jan 6, 2026
0

Investors Are Facing A “Lost Decade”

Monday, December 29, 2025 Legendary contrarian investor Howard Marks has led Oaktree Capital Management since he founded it in 1995. After fees, his clients have gained an annual return of 19% a year. A high yield corporate bond specialist, Marks prioritizes...

Read More
Economy
Dec 22, 2025
0

AI Takes Away More Jobs

Monday, December 8, 2025 Artificial intelligence seems to be everywhere these days. It’s the big, buzzy phrase dominating headlines and driving stocks higher this year. But AI is also disrupting labor markets. Several huge, well-known companies are blaming...

Read More
Economy
Dec 1, 2025
0

Americans are Dependent on Stocks

Monday, November 24, 2025 For better or worse, Americans’ financial futures are tied to stocks. Following the financial crisis, U.S. households held over half their financial assets in equities. Today, that amount has risen above 80%, which is higher than it was at...

Read More
Economy
Nov 24, 2025
0

Red Hot Market, Tapped Out Consumer

Monday, November 17, 2025 The S&P 500 has now gone 103 straight trading sessions without a 5% pullback, as of this writing. It's the second longest streak since 2021 and among the longest since the 2018 record of 403 sessions. For perspective, the long-term...

Read More
Economy
Nov 17, 2025
0

Buy the High

Monday, November 3, 2025 Our U.S. bull market is celebrating another birthday. Yes, the stock market’s bull run we're in just turned three. The S&P 500 hit a bear market low on Oct. 12, 2022. If you remember, the Federal Reserve jacked up interest rates to...

Read More
Economy
Nov 3, 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.