Glen Mills, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Corecap Advisors
Multi-team
Firm-wide stats for Corecap Advisors
About
CoreCap Advisors serves individuals (including high‑net‑worth and accredited investors), self‑directed retirement plans, and institutional clients such as pension and profit‑sharing plans, trusts, estates, and corporations. The firm provides discretionary investment and portfolio management, financial planning (flat fee or hourly), a sponsored wrap‑fee program, and access to third‑party sub‑advisors and fee‑sharing sub‑advisor arrangements across custodial platforms at RBC, Charles Schwab, Axos and Fidelity.
CCA’s approach is relationship‑oriented and typically long‑term, with investment decisions focused on mutual funds, ETFs, individual equities and bonds and, where appropriate, limited use of options or short sales after client discussion. The firm selects and monitors sub‑advisors and third‑party asset managers (including access to a TPAM through its parent company), conducts annual oversight of those managers, and offers tax‑efficient asset‑location and opportunistic rebalancing services for held‑away employer plan accounts.
The brochure discloses multiple ownership and affiliate relationships that distinguish CoreCap from many peers: its parent and related entities include a FINRA‑registered broker‑dealer (CoreCap Investments), an insurance marketing organization that shares common ownership, and a recent acquisition by Simplicity Financial Marketing Holdings that provides access to additional third‑party asset management (and fee‑split arrangements). The firm also notes that many investment adviser representatives are licensed insurance agents and that these affiliations and fee‑sharing arrangements create potential conflicts of interest that CCA says it seeks to manage through internal policies.
Based on Corecap Advisors
Expertise
Based on Corecap Advisors
Location
51 Woodland Drive
Glen Mills PA 19342
Advisors at this office
4
Advisors at this office
Parker W
Series 65
Glen Mills, PA
Corecap Advisors
Parker Wine is a financial advisor at CoreCap Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at SEI Investments for four years. His background also includes roles at LaSalle University and the Jim McLean Golf Center. CoreCap Advisors serves individual, retirement plan, and institutional clients by providing discretionary investment management, financial planning, and access to third-party sub-advisors across multiple custodial platforms. The firm employs a relationship-oriented, long-term investment approach that includes mutual funds, ETFs, equities, bonds, and selective use of options and short sales.
Daniel W
ChFC®, Series 63
Glen Mills, PA
Corecap Advisors
Daniel White is a ChFC® credentialed financial advisor with 14 years of industry experience, currently practicing at Corecap Advisors. He has led Daniel A White & Associates since 2000, focusing on insurance and annuity sales. Corecap Advisors serves a diverse client base including high-net-worth individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management and financial planning. The firm emphasizes a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, equities, bonds, and selected use of options or short sales, alongside oversight of sub-advisors and tax-efficient strategies.
Brian W
CFP®, Series 63, Series 65
Glen Mills, PA
Corecap Advisors
Brian Wolfer is a CFP® certificant with 16 years of industry experience, currently serving as a financial advisor at CoreCap Advisors. His prior experience includes a 20-year tenure at Vanguard and roles at Black Diamond Financial Solutions and Dan White & Associates. Outside of his advisory work, he is an independent insurance agent involved in insurance and annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, using a range of investment vehicles and utilizing sub-advisors and third-party asset managers.
Alison S
Series 65
Glen Mills, PA
Corecap Advisors
Alison Slezak is a financial advisor at CoreCap Advisors with seven years of industry experience. She holds a Series 65 designation and has worked at CoreCap Advisors since 2019, alongside a role at Daniel A. White & Associates where she serves as Director of Marketing and Operations. Her responsibilities at Daniel A. White & Associates include client service meetings related to annuities. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a generally long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)