About AADMM

The American Association of Daily Money Managers (AADMM) is a national membership organization representing individuals and businesses in the profession of daily money management. Daily Money Managers (DMMs) deliver essential financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small businesses, and others.

Our Mission

The American Association of Daily Money Managers (AADMM) supports and promotes excellence in the profession.

Our Vision

The American Association of Daily Money Managers (AADMM) is a trusted partner and the primary resource for members striving to achieve their professional goals.

Our Values

The American Association of Daily Money Managers (AADMM) nurtures trust, leads with integrity, and acts ethically.

Our code of ethics and adherence to high standards of practice are what help strengthen the DMM community.

History of AADMM

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.

AADMM provides professional development and educational opportunities through its annual conference, professional accreditation, webinars and workshops.

In 2007, AADMM began a certification program for Professional Daily Money Manners®, PDMM®. The voluntary certification program emphasizes both experience in the field and continuing education. Those who meet the requirements and pass the exam earn the designation of Professional Daily Money Manager® (PDMM).

In 2018 the organization started requiring background checks for members providing daily money management services. AADMM requires all members pass a background check before becoming a member or renewing membership. The AADMM Board believes that this is a critical element in the development of daily money management as a profession as it enhances our credibility.

In 2019, the certification of PDMM changed to Certified Daily Money Manager®, CDMM.

Members also have access to specialized liability insurance, professional resources, industry news updates and various networking opportunities.

 

Benefits of AADMM Membership

Members of AADMM experience community, leadership, and connection. The membership benefits include opportunities to establish a name for yourself within the industry while building relationships with other DMMs at the local and national levels. You’ll receive invaluable educational content to help you better serve your clients, become eligible to pursue certification as a Daily Money Manager, and to purchase professional liability insurance designed for DMMs. Individual and Firm members also gain exposure to potential new clients and referral sources through a personal listing on AADMM’s “Find a DMM” directory feature. See all the benefits of membership.

AADMM Fact Sheet

  • 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.
  • 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.
  • DATE ESTABLISHED: May 4, 1998 – AADMM was incorporated as a non-profit organization.
  • MEMBERSHIP: Approximately 700 professionals across the U.S. and Canada.
  • BENEFITS: AADMM provides professional development and educational opportunities through its annual conference, professional accreditation, webinars and workshops. Members also have access to specialized liability insurance, book discounts for professional resources, industry news updates and various networking opportunities.
  • PROFESSIONAL CERTIFICATION: AADMM promotes excellence in services through a voluntary certification program that emphasizes both experience in the field and continuing education. Those who meet the requirements and pass the exam earn the designation of Certified Daily Money Manager® (CDMM).
  • REGIONAL GROUPS and CHAPTERS: To connect with other DMMs for support in starting and growing a DMM business, members can participate in regional groups and chapters in their geographic area. To serve members who do not live near a group, we have the Virtual Group that meets monthly via Zoom. To find a group near you, click here.
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