Daniel A. White and Associates, LLC

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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.

FROM THE DWA BLOG ✒️ 💻 "History Happens Again and Again"I don’t know who said it, but I love this quote: “There are deca...
10/16/2026

FROM THE DWA BLOG ✒️ 💻

"History Happens Again and Again"

I don’t know who said it, but I love this quote: “There are decades when nothing happens, and then there are weeks when decades happen.”

I love it because it focuses on how quickly meaningful moments unfold. For instance, on Oct.19, 1987, the market fell 23% in a single day.

Read on: https://danwhiteandassociates.com/history-happens-again-and-again/

Retirement comes with a lot of important decisions — and having a plan in place can make all the difference.Join us for ...
10/12/2026

Retirement comes with a lot of important decisions — and having a plan in place can make all the difference.

Join us for a complimentary retirement planning seminar designed to help you better understand the key areas that can impact your financial future, including retirement income, investments, taxes, and strategies for navigating the years ahead.

Whether you’re beginning to think about retirement or have already made the transition, this seminar offers helpful information to help you feel more informed about your options and next steps.

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

🎉🎂 Happy Birthday, Lindsey! 🎂🎉Please join us in wishing Lindsey a very happy birthday! We’re so grateful to have her as ...
10/07/2026

🎉🎂 Happy Birthday, Lindsey! 🎂🎉

Please join us in wishing Lindsey a very happy birthday! We’re so grateful to have her as part of the Dan White & Associates team and hope her day is filled with plenty of celebration, laughter, and all of her favorite things. 💙

Wishing you an amazing year ahead, Lindsey! 🥳✨

FROM THE DWA BLOG ✒️ 💻 "A Dividend Just Isn’t What It Used to Be"Over the years, stock dividends seem to have taken a ba...
10/01/2026

FROM THE DWA BLOG ✒️ 💻

"A Dividend Just Isn’t What It Used to Be"

Over the years, stock dividends seem to have taken a back seat to other forms of returning capital to shareholders, like buybacks. Well on top of that, now stock dividends can no longer compete with Treasury bonds.

In July 2016, 63.4% of S&P 500 companies paid a dividend yield above the 10-year Treasury note. That means a shareholder collected more annual income per dollar invested in the S&P 500 than what a government bond paid. That was the highest level since the data began in 1972, excluding the brief COVID crash.

Read on: https://danwhiteandassociates.com/a-dividend-just-isnt-what-it-used-to-be/

09/28/2026

DWA NIGHT AT THE PHILLIES GAME! ⚾️ 🧢

The Phillies may not have gotten the win, but DWA Night at the Phillies was still a night to remember! ✨️

Last Thursday, September 24, our clients joined us at Citizens Bank Park for a great night of baseball, food, drinks, and plenty of fun in our private suite.

And we had a special guest make the night even better: former Phillies pitcher Ricky Bottalico dropped into our suite to mingle with our clients and take in the game with us! Ricky spent seven seasons with Philadelphia and was an All-Star in 1996.

Most importantly, it was another great opportunity to spend time with the people who make DWA what it is. Thanks to everyone who came out and made DWA Night at the Phillies such a memorable evening! ⚾️

You’ve spent years preparing for retirement—now it’s time to make sure your financial plan is ready for what comes next!...
09/28/2026

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/

09/28/2026

ON THE MONEY MONDAY 💵

"Is the 60/40 Portfolio Safe or Not?"

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!

09/24/2026

While the advisors were away in Maui… the staff was VERY busy holding down the fort. 😎🌴

Emails were answered. Work got done. And absolutely no fun was had whatsoever… 👀😂

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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