You heard about us on your favorite podcast, right?

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 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 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!

Taking care of you begins with a visit

Our process begins with a no-obligation complimentary consultation. During this time, we’ll aim to get to know who you are and what you want out of your retirement. If you prefer to stay at home, we are more than happy to conduct a virtual meeting. Just let us know in the form!