Member Of

We are members of The American Association of Daily Money Managers. AADMM is a national membership organization representing individuals and businesses in the growing profession of daily money management. Established in 1998, AADMM was incorporated as a non-profit organization to provide professional development and educational opportunities to the organization members.

Over the years, membership has grown to approximately 800 professionals across the U.S. and Canada. The vast majority of AADMM members are employed as Daily Money Managers (DMMs) who provide personal financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small business owners and others. 

A few notes on AADMM:

Mission:

AADMM supports and promotes excellence in the profession

Vision:

AADMM is a trusted partner and the primary resource for members striving to achieve their professional goals

Values:

AADMM nurtures trust, leads with integrity, and acts ethically

• Older adults who find that keeping up with bills, deposits, and payments is getting harder

• People who travel frequently for work or fun and need someone reliable to keep things on track at home

• Anyone who simply prefers to hand off the day-to-day financial tasks

• Busy professionals who have more money than time

• People living with disabilities who could use a helping hand managing their financial matters

• Individuals and families with complex financial lives who want things

organized and handled with care

• Veterans and active-duty service members

If any of these situations apply to you, we welcome the opportunity to help get you on track and keep your financial affairs as stress-free as possible.