Dan White & Associates

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51 Woodland Dr
Glen Mills, PA 19342
+1 (610) 358-8942
http://www.danwhiteandassociates.com

Daniel A White & Associates LLC, based in Glen Mills, PA, was established in 1987, specializing in retirement and financial planning for those approaching or already in retirement. The firm boasts a team of five financial professionals spread across three offices in Glen Mills, PA, Middletown, DE, and Lewes, DE, serving over two thousand clients in the region.

The firm's approach revolves around gaining a deep understanding of each client's unique financial situation through a comprehensive questionnaire. This knowledge enables them to provide informed guidance on various financial strategies, assisting clients in crafting personalized retirement plans for a secure future. Unlike traditional advisors, the focus here lies on educating clients to boost confidence in making retirement decisions.

Complementing their services, the company conducts frequent educational seminars covering diverse financial and retirement planning topics in Pennsylvania, Delaware, and Maryland areas. These events offer insights from expert team members, fostering a proactive approach to addressing potential retirement challenges. Daniel A White & Associates LLC aims to empower clients with knowledge to navigate retirement wisely and stress-free.

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4.54 reviews
Sharon S.
10/23/2025

the entire staff is pleasant, patient, kind and knowledgeable! Alison and her team have shown me outstanding support and respect. this is a 5 star organization. I would encourage anyone [and...

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david s.
5/28/2024

Another year has gone by with Dan White and even though CD rates are up around 5% again, my fixed rate is still 2.65%. Be careful, my first rate was for one year only and then went down (I was...

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Ellen M.
4/23/2023

If you need a financially advisor who is in the know and cares about his clients, tell Dan I sent you. He and his staff will not steer you wrong.

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Jennifer T.
8/31/2016

Excellent service and a clear leader in the industry. Dan's entire team is always friendly, professional and extremely knowledgeable. Alison is a standout and Kelly is very sweet. Dan's many...

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