We focus on your daily money matters so you can focus on life.
previous arrow
next arrow
Slider

For Individuals & Families

Resources and information on how a DMM can help you.

Members

Member resources, news, education and certification

Referral Partners

How daily money managers work with other financial professionals


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.

What is a Daily Money Manager?

Join and Become a Member


2020 AADMM Conference

November 13-15, 2020

San Antonio, Texas

EVENTS AND WEBINARS

LIVE: Changes Through the Ages

Webinar date: TBA for May 2020

Informative new four-part webinar series coming in May 2020. Details will be released in March.

LIVE: Crafting of Proper Protection Strategies

Webinar date: Wednesday, March 11, 2020 at 7 p.m. Eastern

There are two parts of financial planning: Wealth Accumulation and Risk Management. Not enough emphasis is placed on the latter, which places our clients hard-earned wealth at risk. This presentation covers the information that a DMM might need to pull together on behalf of a client when working with a client’s financial planner or attorney.

RECORDED WEBINAR: Business Basics

The Business Basics Recorded Webinars are designed for those who are considering Daily Money Management as a career or those who are new to the profession.

The webinars set forth the components needed to perform the duties of a Daily Money Manager on a day-to-day basis.

 

Are You a Financial Hoarder?

Are You a Financial Hoarder?

You may wonder what a “Financial Hoarder” is. To hoard is to amass something of personal value, to hide or store away; it has multiple causes and varies in severity, but how do you know if you, or someone you know, is a Financial Hoarder?

read more