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.

09/02/2026

We had a great time at our Coastal Social! 🌴🍹

On August 27, we gathered with clients and friends at Crooked Hammock Brewery in Lewes for an afternoon of great conversations, delicious food, and plenty of laughs.

The event was also a special opportunity to officially introduce Parker Wine, our new advisor in the Lewes office! We’re excited to have Parker as part of the Dan White & Associates team and look forward to the relationships he’ll continue building with clients throughout the coastal Delaware community.

Thank you to everyone who joined us and helped make the afternoon such a great success. We love having opportunities to get together outside the office and spend time with the people we’re proud to serve!

Check out some highlights from the day! 🎥👇

You’ve spent years preparing for retirement—now it’s time to make sure your financial plan is ready for what comes next!...
08/31/2026

You’ve spent years preparing for retirement—now it’s time to make sure your financial plan is ready for what comes next!

Join us for a complimentary retirement planning seminar where we’ll discuss important topics such as retirement income, investments, taxes, and strategies to help you prepare for the years ahead.

Whether retirement is right around the corner or you’re already there, this seminar is designed to provide helpful information and a clearer understanding of the options available to you.

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

🎉 Happy Birthday to our CEO, Dan White! 🎂Today, we’re celebrating the person whose leadership, vision, and dedication ha...
08/31/2026

🎉 Happy Birthday to our CEO, Dan White! 🎂

Today, we’re celebrating the person whose leadership, vision, and dedication have helped shape Dan White & Associates into the firm and family it is today.

Dan’s commitment to our clients, our team, and the communities we serve continues to inspire everything we do. We’re incredibly grateful for the example he sets and the passion he brings to DWA each and every day.

Please join us in wishing Dan a very Happy Birthday and a wonderful year ahead! 🥳🎈

Happy Birthday, Dan! 🎉

FROM THE DWA BLOG ✒️ 💻 "To the Moon and Back"Earnings season is here again, with banks first reporting blowout earnings....
08/27/2026

FROM THE DWA BLOG ✒️ 💻

"To the Moon and Back"

Earnings season is here again, with banks first reporting blowout earnings. The outperformance was driven by investment banking, specifically fees related to the SpaceX initial public offering.

JP Morgan Chase had a record quarterly profit – $21 billion. Goldman Sachs, a major backer of the SpaceX IPO, saw equity underwriting revenue jump 130%. Morgan Stanley, Bank of America, Citigroup, and Wells Fargo all beat consensus earnings estimates too.

Read on: https://danwhiteandassociates.com/to-the-moon-and-back/

08/26/2026

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.

This week, Dan Simon's topic is: "Can you have too much retirement planning?"

Check it out below! 🔈

08/25/2026

2026 DWA Night at the Blue Rocks! ⚾️ 🧢

The forecast was threatening for a while, but the rain held out and we had beautiful weather for our annual DWA Night at the Blue Rocks!

It was a great night spent with our clients, friends, family, and the DWA team at the ballpark. From the first pitch to the final out, we enjoyed plenty of baseball, great conversations, and, of course, some classic ballpark food! 🌭🍿

We’re so grateful to everyone who came out and made the evening so much fun. Events like this are one of our favorite ways to step away from the office and simply enjoy time together with the people who make DWA such a special community.

A big thank you to everyone who joined us; we hope you had as much fun as we did!

Until next year… Go Blue Rocks! ⚾️💙

FINANCIAL TERM OF THE DAY 📊 💫"COBRA"The Consolidated Omnibus Budget Reconciliation Act is a federal law requiring employ...
08/25/2026

FINANCIAL TERM OF THE DAY 📊 💫

"COBRA"

The Consolidated Omnibus Budget Reconciliation Act is a federal law requiring employers with more than 20 employees to offer terminated or retired employees the opportunity to continue their health insurance coverage for 18 months at the employee’s expense. Coverage may be extended to the employee’s dependents for 36 months in the case of divorce or death of the employee.

08/24/2026

ON THE MONEY MONDAY 💵

"Why RMDs can become a problem"

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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