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Dan White and Associates1.0Dan 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!
Dan White and Associates (danwhiteandassociates.com) has 1 customer review on Folks Told, with an average rating of 1.0 out of 5.
1 approved review, newest moderated first
Barbara M.
Not a Fiduciary!
Reply from Dan White and AssociatesJul 30, 2026
Hello Barbara, we are fiduciaries. If you take a look at the Services page on our website, we begin with a fiduciary promise: https://danwhiteandassociates.com/services. If we can help in any way or clarify anything, please let us know.
