retirement planning services since 1987

securing tomorrow's
future...

today

Proud to be featured in:
expert retirement and financial guidance

Expert retirement and financial guidance
to help you find the perfect financial solution
for you.

Daniel A. White and Associates are experts in retirement financial planning and annuities. We help our clients through the retirement planning process. Daniel A. White & Associates was founded in 1987 and specializes in retirement and financial planning. We are concerned with addressing the distinctive financial needs of those nearing retirement and those who have already retired. Today, Daniel A. White & Associates has five financial professionals with years of experience & expertise. With two offices located in Glen Mills, Pennsylvania and Middletown, Delaware, we service over 900 clients across four states: Pennsylvania, Delaware, Maryland and New Jersey.

educating you about your financial options
attend a live workshop

At Daniel A. White & Associates, we conduct informational seminars for our community. These events cover a variety of financial topics focused on educating and coaching you to make the right financial decisions for your future. Check out our upcoming events.

official ed slott master elite ira advisor

As a member of Ed Slott’s Elite IRA Advisor GroupSM, Dan White trains with Ed Slott and his team of IRA Experts on a continuous 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.

live with financial security and peace of mind

our services Areas

Almost everyone could benefit from assistance when it comes to financial and retirement planning. After all, transitions can be one of life’s most stressful and unpredictable periods – especially the transition from working life to retirement. With Daniel A. White & Associates, rest assured you can get all the education, advice, and assistance you will need to maximize what you have.

dan white on the money radio show
Dan White keeps listeners in the Philadelphia and Delaware Region up-to-date with the most pressing financial issues. With over 25 years of professional financial planning experience, Dan has a talent of explaining many complex issues in his weekly show.
101.7 FM | 11:50 am
get dan's new book!

what you don't know about retirement Planning that can hurt you

His book takes readers through the retirement planning process with an easy to follow, well-rounded and relatable approach.

securing tomorrow's future today

The key to realizing your dreams for tomorrow is by starting to think about them today. Your financial security is our most important goal.

securing tomorrow's future today

About

experts in retirement financial planning

Dan White is an Official Ed Slott Master Elite IRA Advisor

As a member of Ed Slott’s Elite IRA Advisor GroupSM, 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.

experts in retirement financial planning

Meet Our Team of Professionals

Our firm believes in getting to know each client during a complimentary consultation that consists of going through a comprehensive questionnaire. Once we understand our clients’ goals and objectives, we then pride ourselves on educating them on the many options and strategies that are available. Once our clients feel educated on the options available to them, we then help develop the means to meet their financial goals. Planning for retirement has become more complicated, especially in recent years due to the increased responsibilities and decisions that retirees need to make. This is why working with a retirement specialist is so important, because “When you fail to plan, you plan to fail”.

Additionally, members have access to Ed’s Team of IRA Experts to answer any tough questions or assist with any planning needs that they may come across.

Retirement planning is complicated. It is a personal and situational endeavor with possible pitfalls in the way of success. It has become extremely important to work with a financial professional who invests in their education to eliminate risk and keep more of your retirement dollars for you and your family.

firm founder

Dan White

“Having no financial plan is like going to the airport, but not knowing where you are going.”

Dan A. White

our clients matter

"Working with Dan means you’ll always have your own personal finance expert in your corner,” says clients Harvey and Beverly Cohen. “We used to worry about outliving our savings, but not anymore.”

Clients Harvey & Beverly Cohan
the staff

Meet The Team

Retirement Planning Advisor

Andrew Wood, RICP

Retirement Planning Advisor

Dan Simon

Retirement Planning Advisor
director of operations& marketing

Alison Slezak

Client Relations Administrator

Kelly Pilios

Kiersten Spitzenberg 2019 (1)

Assistant to the Director of Operations & Marketing

Kiersten Spitzenberg

Frank Varone 2019

Retirement Planning Advisor

Frank Varone

President, American Insurance Planners, Inc.

Matt Sussman, CLTC

President, Caise Benefits

Joseph Cisco

expert retirement and financial guidance

Expert retirement and financial
guidance to help you find the
perfect financial solution
for you.

covid-19 update

We want to let you know we’re keeping things clean and being cautious.

We have adopted the following procedures for all meetings at our office, including the appointment we have scheduled with you:

Send us a message and receive a complimentary follow-up call from one of our team members!
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