Daniel A. White and Associates, LLC

Daniel A. White and Associates, LLC Daniel A. White & Associates was founded in 1987.

Firm founder and licensed insurance agent Daniel White has focused his niche practice solely on addressing the distinctive financial needs for those nearing retirement and those who are retired.

Are you prepared for the retirement you've worked so hard to achieve?Join us for a complimentary retirement planning sem...
06/15/2026

Are you prepared for the retirement you've worked so hard to achieve?

Join us for a complimentary retirement planning seminar designed to help you better understand your options for income, investments, taxes, and long-term financial confidence.

Whether you're approaching retirement or already enjoying it, you'll walk away with valuable information to help you make informed decisions for the future.

👉 See upcoming seminar dates and reserve your seat:
https://danwhiteandassociates.com/retirement-planning-sem/

06/15/2026

ON THE MONEY MONDAY 💵

"Avoiding retirement savings mistakes"

Dan White keeps listeners in the Philadelphia and Delaware Region up-to-date with the most pressing financial issues. With over 37 years of professional financial planning experience, Dan has a talent of explaining the complex issues in his weekly show, On the Money.

Check out the latest episode below! 👇

FROM THE DWA BLOG ✍️ "Seeking Safety Can Mean Missing the Biggest Gains"While markets have made all-time highs this year...
06/11/2026

FROM THE DWA BLOG ✍️

"Seeking Safety Can Mean Missing the Biggest Gains"

While markets have made all-time highs this year, you may think we’re near the top and it’s time to pull back. But you can’t time the market.

Many kinds of markets cycles occur for long-term investors. When there’s intense market volatility, the urge to do something can be overpowering, especially as the financial media feeds you a nonstop loop of panic.

Read on: https://danwhiteandassociates.com/seeking-safety-can-mean-missing-the-biggest-gains/

06/10/2026

FINANCIAL WELLNESS WEDNESDAY ✅

Dan White and Associates keeps listeners in the Philadelphia and Delaware Region up to date with the most pressing financial issues. Each week, one of our advisors presents the "Tip of the Day" on The Rick Jensen Show (WDEL) on Wednesdays at 1:35pm.

This week, Dan Simon's topic is: "The Retirement Tax Surprise"

Check it out below! 🔈

06/10/2026

🎬📸 Lights, Camera, DWA! 📸🎬

The past two days have been all about capturing what makes Dan White & Associates so special: our incredible people. From professional headshots to new team videos, our office transformed into a full-fledged production studio as we took time to showcase the faces, personalities, and passion behind everything we do.

We have to say… our team absolutely crushed it! 👏 The smiles were genuine, the energy was contagious, and everyone looked incredible in front of the camera. While there may have been a few laughs, retakes, and behind-the-scenes moments along the way, it was a great reminder of how fortunate we are to work alongside such a dedicated and talented group of professionals.

We can’t wait to share the final results with all of you. Stay tuned… we have a feeling you’re going to love what’s coming! 🎥✨

06/09/2026

🎉 10 YEARS IN MIDDLETOWN! 🎉

This past Thursday, June 4, our team, clients, and friends gathered at Crooked Hammock to celebrate the 10-Year Anniversary of our Middletown office.

Over the last decade, we have had the privilege of helping countless individuals and families work toward their retirement goals, navigate important financial decisions, and prepare for the future with confidence. What started as a vision to better serve the Middletown community has grown into something truly special, and none of it would have been possible without the trust and support of our amazing clients and friends.

The evening was filled with great food, laughter, memories, and appreciation as we reflected on the relationships we've built over the past ten years and looked ahead to the future.

To everyone who joined us, thank you for helping make this milestone so meaningful. We are grateful for your continued trust and look forward to serving the Middletown area for many years to come.

Here's to the next chapter! 🥂

Retirement planning doesn’t have to feel overwhelming.Our seminars are built for those approaching retirement or already...
06/08/2026

Retirement planning doesn’t have to feel overwhelming.

Our seminars are built for those approaching retirement or already retired, who want to make smart, informed decisions about their finances, income, and lifestyle.

Take the first step toward a confident retirement.

👉 Check upcoming dates & save your spot today:
https://danwhiteandassociates.com/retirement-planning-sem/

06/03/2026

FINANCIAL WELLNESS WEDNESDAY ✅

Dan White and Associates keeps listeners in the Philadelphia and Delaware Region up to date with the most pressing financial issues. Each week, one of our advisors presents the "Tip of the Day" on The Rick Jensen Show (WDEL) on Wednesdays at 1:35pm.

This week, Dan Simon's topic is: "Income Sources in Retirement"

Check it out below! 🔈

06/01/2026

ON THE MONEY MONDAY 💵

"The ways you can have a smooth transition into retirement"

Dan White keeps listeners in the Philadelphia and Delaware Region up-to-date with the most pressing financial issues. With over 37 years of professional financial planning experience, Dan has a talent of explaining the complex issues in his weekly show, On the Money.

Check out the latest episode below! 👇

Address

51 Woodland Drive
Glen Mills, PA
19342

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

Telephone

+16103588942

Website

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