We focus on your daily money matters so you can focus on life.
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For Individuals & Families

Resources and information on how a DMM can help you.


Member resources, news, education and certification

Referral Partners

How daily money managers work with other financial professionals

Special Announcement on COVID-19

We would like to provide you with an update on how AADMM is addressing the evolving Coronavirus (COVID-19) situation.
Our #1 priority is the well-being of our members, clients, 
staff, partners and community.


Find a Daily Money Manager in Your Area

Daily Money Managers (DMMs) represent individuals and businesses in the field of daily money management. Daily Money Managers deliver essential personal financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small businesses and others. AADMM’s mission is to support daily money management services in an ethical manner, to provide information and education to members and the public, and to develop a network of dedicated professionals.

daily money management professional
AADMM 2018 board of directors

What is a Daily Money Manager?

Join and Become a Member

2021 AADMM Conference

November 12-14, 2021


CDMM Recorded Webinar Series

When Something Goes Wrong: Helping Your Clients After an Imposter Scam – 1 Credit hour to Standards of Practice, Types of Expenses 

Helping Clients Embrace Cash Flow – 1 Credit hour to Payroll, Finance, Bookkeeping and Bill Paying

The New Ethics of Banking  – 1 Credit hour to Ethics

Do I Still Need to Keep That Receipt for Taxes? – 1 Credit hour to Payroll, Finance, Bookkeeping and Bill Paying

New Recorded Webinar

The Elephant in the Room: Understanding Financial Stress

The elephant in the room (or the Zoom, these days) is that debt and credit problems overwhelm people from all walks of life. Productivity, relationships, and health are all affected, at seemingly impossible levels. Whether it is identity theft (credit issue) to not wanting to admit that a debt exists at all, discussing these challenges with clients can be stressful. 

Business Basics


August 6 – 7

The Business Basics Webinars are designed for those who are considering Daily Money Management as a career or those who are new to the profession. These webinars set forth the components needed to perform the duties of a Daily Money Manager on a day-to-day basis. 

Each event consists of two 1/2 day sessions.