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.

How it all started…

1987

Dan begins his journey in the financial industry with the Wilmington Financial Group.

2000

Dan opens his own office and forms Dan White and Associates.

2013

Alison Slezak joins Dan White and Associates.

2016

Dan hires Dan Simon and Andrew Wood and opens his second office in Middletown, DE.

2018

Alison Slezak transitions from Director of Operations to Financial Advisor.

2021

Dan becomes a member of Ed Slott’s Elite IRA Advisor Group℠.

2022

Plans for a third office begin to materialize.

2023

Michael Primavera joins Dan White and Associates.

2024

Third office opens in Lewes, DE.