CONTACT US

Pennsylvania Office

P (610) 358-8942

F (610) 358-8943

Delaware Office

P (302) 449-0111

F (302) 449-1888

OUR LOCATIONS

51 Woodland Drive
Glen Mills, PA  19342


291A Carter Drive
Middletown, DE 19709

SOCIAL MEDIA

CONTACT US

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This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.

Andrew Wood, Dan Simon and Alison Slezak are Investment Advisor Representatives. Advisory services are offered through CoreCap Advisors, LLC., a Registered Investment Advisor. CoreCap Advisors, LLC and Daniel A. White & Associates, LLC are separate & unaffiliated entities. 

© 2018 Daniel A. White & Associates, LLC. All right reserved. Built by Atwood Sites.

 

ABOUT THE FIRM FOUNDER

DAN WHITE

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

Dan White is one of a handful of Financial Specialists in the tri-state area who focuses his practice on income and transitional planning.  As a highly regarded professional in the industry, Dan has been published both nationally and locally in Fox Business News, Forbes, CNN Money, U.S. News & World Report, Market Watch from Dow Jones, Wall Street Journal, Philadelphia Business Journal, The Delaware County Daily Times, and The Philadelphia Inquirer. He can be found locally as an expert financial contributor in Garnet Valley Living & Chadds Ford Neighbors Magazine.

“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.”

In addition, Dan hosts a weekly radio show on WDEL (101.7 FM / 1150 AM) every Sunday morning at 7am called “On the Money”. He can also be heard on the WDEL Rick Jensen show Wednesday afternoons with the “Dan White Retirement Tip of the Day”.

Dan was born and raised in Delaware County, only separating during his college years at State College. Dan and his wife Cindy have been married over 30 years. They have four children; Jessica, Justin, Dylan, and Zachary. Dan is an active coach and umpire for the Brandywine Youth Club and in his spare time you can find him on the field coaching his sons and their friends in the adult baseball league, The Valley Men. Dan and his family also enjoy spending summer in Ocean City, New Jersey.

OUR FIRM

Daniel A. White & Associates was founded in 1987 and specializes in 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.
 
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 to them.  Retirement Planning has become more complicated, especially in recent years due to the increased responsibilities and decisions that retirees need to make. Once our clients feel educated on the options available to them, we then help develop the means to meet their financial goals.  When you fail to plan, you plan to fail.

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 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. 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.

 

Additionally, members have access to Ed's Team of IRA Experts to answer any tough questions or 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.

 

 
 
 

MEET THE TEAM

Andrew Wood, RICP®

Retirement Planning Advisor
291A Carter Drive

Middletown, DE 19709

andrew@danwhiteandassociates.com

andrew.wood@corecapinv.com

(302) 449-0111

Dan Simon

Retirement Planning Advisor
291A Carter Drive

Middletown, DE 19709 

dsimon@danwhiteandassociates.com

dan.simon@corecapinv.com
(302) 449-0111

Alison Slezak

Retirement Planning Advisor

Director of Operations & Marketing

51 Woodland Drive

Glen Mills, PA 19342​

alison@danwhiteandassociates.com

alison.slezak@corecapinv.com

(610) 358-8942

Kelly Pilios

Client Relations Administrator

51 Woodland Drive

Glen Mills, PA 19342

kelly@danwhiteandassociates.com

(610) 358-8942

Kiersten Spitzenberg

Assistant to the Director of Operations & Marketing

51 Woodland Drive

Glen Mills, PA 19342
kiersten@danwhiteandassociates.com

(610) 358-8942

Frank Varone

Retirement Planning Advisor

51 Woodland Drive

Glen Mills, PA 19342

varoneft@yahoo.com

(610) 358-8942

Matt Sussman, CLTC

President, American Insurance Planners, Inc.
msussman@aiplanners.com
www.aiplanners.com

(610) 398-2200

Joseph Cisco

President, Caise Benefits

3561 Concord Road, Aston, PA 19014
www.caisebenefits.com

(610) 494-8270

CALL US TODAY!
PA OFFICE: (610) 358-8942
DE OFFICE: (302) 449-0111