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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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The Spending Will Never Stop

Monday, February 16, 2026 I've talked about how tariffs are taxes. I’ve also talked about how consumers pay all taxes, directly or indirectly. I’ve also mentioned how when it comes to the federal government, spending will never stop. Recent data backs it up....

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Economy
Feb 16, 2026
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Markets Might Be Open For 23 Hours Every Day

Monday, February 9, 2026 Pretty soon you might be able to make a stock trade at almost any time. Late last year, the NASDAQ Stock Exchange asked regulators to approve an overnight trading session from 9 p.m. to 4 a.m. The exchange already allows pre-market trading...

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Economy
Feb 8, 2026
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Optimistic, Yet Contrarian

Monday, February 2, 2026 Maybe now is the time to be contrarian. Typically, when everyone on Wall Street agrees on something, we rush to do the exact opposite. That's because Wall Street has a history of going all-in at exactly the right time. After COVID, money...

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Economy
Feb 2, 2026
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It Could Be a Tough Year for Stocks

Monday, January 26, 2026 Markets are supposed to keep you on your toes and not follow consistent cycles. But the truth is markets do work in cycles, and there is a powerful one in place right now. It tells us 2026 could be a rocky year, but that the bull market may...

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Economy
Jan 26, 2026
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A New Market

Monday, January 19, 2026 It took just 33 days for the S&P 500 to plunge 34% during the COVID crash in early 2020. It was the fastest breakdown of its kind in modern U.S. stock market history. The swiftness stunned even the most seasoned investors. Scott Minerd...

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Economy
Jan 19, 2026
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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...

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Economy
Jan 12, 2026
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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...

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Economy
Jan 6, 2026
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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...

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Economy
Dec 22, 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.