
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.

My name is Randy Routh, and I am so glad you found us!
Daily Money Management found me in a very personal way, as a career born from looking after my own family. Raising a wonderful child with special needs taught me firsthand how vital trusted financial support can be, and years spent caring for our mothers gave my wife Sally and me a de
My name is Randy Routh, and I am so glad you found us!
Daily Money Management found me in a very personal way, as a career born from looking after my own family. Raising a wonderful child with special needs taught me firsthand how vital trusted financial support can be, and years spent caring for our mothers gave my wife Sally and me a deep appreciation for the challenges seniors and their families navigate every day. Those experiences were equally challenging and meaningful, and they continue to shape the care we bring to this work. It is that same spirit that led us to build Ohana & Amigos around a small, dedicated team that treats every client like family.
If you or someone you love could use a little help getting finances organized and under control, I would love the chance to help.

My name is Ryan, and I joined Ohana & Amigos in early 2026.
I hold a degree in Accounting from the University of Arizona, which gave me a strong foundation in the financial principles central to daily money management. My background also includes several years as a Personal Trainer, work that grounded me in the kind of direct, people-fir
My name is Ryan, and I joined Ohana & Amigos in early 2026.
I hold a degree in Accounting from the University of Arizona, which gave me a strong foundation in the financial principles central to daily money management. My background also includes several years as a Personal Trainer, work that grounded me in the kind of direct, people-first environment I value. After spending years post-COVID as a marketing and fundraising consultant, returning to that environment felt like the right move. As an added bonus, I get to do so alongside my father, in service of people where having the right support in place can make all the difference.
I also serve as a Respite Care provider through Washington's Department of Social and Health Services, a natural extension of the same values that brought me to this work.

My name is Miguel, and I have been working with Ohana & Amigos since 2026.
I earned my Master of Social Work from the University of Washington and spent ten years as a State Social Worker, where careful documentation, confidentiality, and coordination with families, schools, and community agencies were central to my work. That experience
My name is Miguel, and I have been working with Ohana & Amigos since 2026.
I earned my Master of Social Work from the University of Washington and spent ten years as a State Social Worker, where careful documentation, confidentiality, and coordination with families, schools, and community agencies were central to my work. That experience gave me a strong foundation for helping clients navigate complex systems, maintain stability, and connect with the right resources, and it translates naturally into supporting seniors, younger adults, and vulnerable individuals with financial organization and oversight.
In addition to my work as a DMM, I am also pursuing licensure as a Licensed Independent Clinical Social Worker (LICSW), reflecting my ongoing commitment to client-centered care.
Can't find what you're looking for? Feel free to reach out at randy@ohana-amigos.com
Everyone's needs are different. We begin with a free 45-minute consultation to figure out how you can best leverage our services. Depending on what works for you, we can meet you at home, work with you remotely, or tend to your affairs independently and send you a monthly summary for review. Since most bills come around once a month, it's usually a good idea to connect at least that often, but we will find what works best for you.
Daily Money Managers typically charge by the hour, though project-based rates are also an option. Our services may include non-DMM related work performed by subcontractors at a reduced rate. Invoices are sent monthly via email through QuickBooks, and we accept most major credit cards as well as electronic transfers.
Most likely not, and that's OK! Daily Money Managers work alongside accountants, attorneys, insurance agents, financial advisors, guardians, trustees, and care managers. Think of us as the person who helps manage your day-to-day finances and keeps everything organized, while connecting you with the right specialists when needed. We are not accountants, financial advisors, or attorneys, but we can serve as a fiduciary in roles such as Power of Attorney, Trustee, Guardian, or Executor — and we work closely with other professionals in those cases.
If you or someone you love could use a little help with everyday finances, please don't hesitate to reach out.
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