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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!

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.

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Today's Retirement Concerns and Solutions

Date: July 15, 2026
Time: 5:30 pm
Venue: Deerfield Golf Club
Address: 507 Thompson Station Rd, Newark, DE 19711

Today's Retirement Concerns and Solutions

Date: July 21, 2026
Time: 5:30 pm
Venue: Marshalton Inn
Address: 1300 W Strasburg Rd, West Chester, PA 19382

Today's Retirement Concerns and Solutions

Date: July 21, 2026
Time: 5:30 pm
Venue: Hartefeld National
Address: 1 Hartefeld Dr, Avondale, PA 19311

Today's Retirement Concerns and Solutions

Date: July 22, 2026
Time: 5:30 pm
Venue: Mendenhall Inn Restaurant
Address: 323 Kennett Pike, Chadds Ford, PA 19317

Today's Retirement Concerns and Solutions

Date: July 22, 2026
Time: 5:30 pm
Venue: Deerfield Golf Club
Address: 507 Thompson Station Rd, Newark, DE 19711

Today's Retirement Concerns and Solutions

Date: July 29, 2026
Time: 5:30 pm
Venue: Marshalton Inn
Address: 1300 W Strasburg Rd, West Chester, PA 19382

Today's Retirement Concerns and Solutions

Date: July 29, 2026
Time: 5:30 pm
Venue: Hartefeld National
Address: 1 Hartefeld Dr, Avondale, PA 19311

Today's Retirement Concerns and Solutions

Date: August 4, 2026
Time: 5:30 pm
Venue: Harry's Savoy Grill
Address: 2020 Naamans Rd, Wilmington, DE 19810

Today's Retirement Concerns and Solutions

Date: August 5, 2026
Time: 5:30 pm
Venue: Downingtown Country Club
Address: 93 Country Club Dr, Downingtown, PA 19335

Today's Retirement Concerns and Solutions

Date: August 11, 2026
Time: 5:30 pm
Venue: Harry's Savoy Grill
Address: 2020 Naamans Rd, Wilmington, DE 19810

Today's Retirement Concerns and Solutions

Date: August 13, 2026
Time: 5:30 pm
Venue: Downingtown Country Club
Address: 93 Country Club Dr, Downingtown, PA 19335

Today's Retirement Concerns and Solutions

Date: August 18, 2026
Time: 5:30 pm
Venue: Tavola Restaurant + Bar
Address: 400 W Sproul Rd, Springfield, PA 19064

Today's Retirement Concerns and Solutions

Date: August 19, 2026
Time: 5:30 pm
Venue: Schaefer's Canal House
Address: 208 Bank St, Chesapeake City, MD 21915

Today's Retirement Concerns and Solutions

Date: August 25, 2026
Time: 5:30 pm
Venue: Tavola Restaurant + Bar
Address: 400 W Sproul Rd, Springfield, PA 19064

Today's Retirement Concerns and Solutions

Date: August 25, 2026
Time: 5:30 pm
Venue: Schaefer's Canal House
Address: 208 Bank St, Chesapeake City, MD 21915

Today's Retirement Concerns and Solutions

Date: August 25, 2026
Time: 5:30 pm
Venue: Fish On
Address: 17300 N Village Main Blvd, Lewes, DE 19958

Today's Retirement Concerns and Solutions

Date: September 2, 2026
Time: 5:30 pm
Venue: Buckley's Tavern
Address: 5812 Kennett Pike, Wilmington, DE 19807

Today's Retirement Concerns and Solutions

Date: September 9, 2026
Time: 5:30 pm
Venue: Buckley's Tavern
Address: 5812 Kennett Pike, Wilmington, DE 19807

Today's Retirement Concerns and Solutions

Date: September 21, 2026
Time: 5:30 pm
Venue: Fish On
Address: 17300 N Village Main Blvd, Lewes, DE 19958

Today's Retirement Concerns and Solutions

Date: September 22, 2026
Time: 5:30 pm
Venue: Hartefeld National
Address: 1 Hartefeld Dr, Avondale, PA 19311

Today's Retirement Concerns and Solutions

Date: September 22, 2026
Time: 5:30 pm
Venue: Cantwell's Tavern
Address: 109 Main St, Odessa, DE 19730

Today's Retirement Concerns and Solutions

Date: September 23, 2026
Time: 5:45 pm
Venue: 9 Prime
Address: 9 N High St, West Chester, PA 19380

Today's Retirement Concerns and Solutions

Date: September 29, 2026
Time: 5:30 pm
Venue: Cantwell's Tavern
Address: 109 Main St, Odessa, DE 19730

Today's Retirement Concerns and Solutions

Date: September 30, 2026
Time: 5:30 pm
Venue: Hartefeld National
Address: 1 Hartefeld Dr, Avondale, PA 19311

Today's Retirement Concerns and Solutions

Date: September 30, 2026
Time: 5:45 pm
Venue: 9 Prime
Address: 9 N High St, West Chester, PA 19380

The Latest From Our Blog…

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The Pessimism of Current Real Yields

Monday, July 13 Real yields have turned negative, which is changing the income investing game. Inflation has surged past short-term yields. And yet, households kept pouring cash into money market funds in the first quarter. The latest Federal Reserve data shows...

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Economy
Jul 13, 2026
0

Good luck, Mr. Warsh

June 22, 2026 Kevin Warsh, the new Federal Reserve Chair, has a tough road ahead. Before he took over, Warsh’s predecessor Jerome Powell oversaw his final meeting and there were four dissenting votes. The last and only time there were four dissenting votes was...

Read More
Economy
Jun 22, 2026
0

Speculative and Concentrated

June 15, 2026 The stock market seems incredibly strong right now – huge earnings results, all-time highs, and so on. If you only look at the surface level, everything seems fine. But the market is deeply split, highly concentrated, and driven by speculative...

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Economy
Jun 15, 2026
0

What We’re Seeing Isn’t Normal

June 1, 2026 We might be living through the biggest financial hysteria ever. For example, on April 24 the PHLX Semiconductor Sector (SOX) index closed higher for the 18th consecutive trading session. It’s the longest daily winning streak in the 32-year history of...

Read More
Economy
Jun 1, 2026
0

The Case for Doing Nothing

Often, the most profound act an investor can perform is nothing at all. Examining nearly a century of data, the case for a long-term buy and hold strategy is undeniable. So today, I'll give you four reasons why the boring path of staying invested is consistently...

Read More
Economy
May 25, 2026
0

What a Quarter

Monday, May 4, 2026 This year’s first quarter was a wild ride. It started off well after a strong 2025, reaching new market highs in January. But then global disfunction arose due to the escalating conflict in the Middle East. It led to a severe downturn and the...

Read More
Economy
May 4, 2026

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.