AADMM
   
American Association of Daily Money Managers

DMM Directory

AADMM does not endorse nor guarantee the services of any member listed in the "DMM Directory" section. However, all current AADMM members listed below have signed a Code of Ethics. We always encourage consumers to interview and ask for client or personal references before commencing services from a DMM. Be sure to review our list of questions to ask before hiring a DMM.

    A B C D E F G H I J K L M N O P R S T U V W Y Z
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    Yvonne Balkema

    Administrative Solutions, LLC
    92 Tamboer Drive North Haledon, New Jersey 07508 United StatesWork Phone: 551-206-2810Business Established: January 1, 2014
    Clients Served
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial fraud issues
    • Notary services
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Elizabeth Ball CSA

    Elizabeth Ball CSA

    Managing your Matters
    6120 Pebble Garden Court Austin, Texas 78739 United StatesWork Phone: 512-663-3830Website: http://www.managingyourmatters.com
    Photo of Michael A. Banta MBA, NCG, CLPF
    Grey Lady Fiduciary Services P.O. Box #178941 San Diego, California 92177 Cell Phone: 310-972-1140
    Clients Served
    • Adult Children
    • Busy Professionals
    • Military Personnel and Veterans
    • People with disabilities, chronic illness, including mental illness
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Negotiating with creditors
    • Fiduciary services - including POA, Trustee
    • Rep Payee court appointed work
    • Works Remotely
    Photo of David Banther MS, PDMM

    David Banther MS, PDMM

    Managing PartnerBanther Consulting Corp
    Certified PDMM 622 East Tarpon Avenue Tarpon Springs, Florida 34689 United StatesWork Phone: 727-938-8927Website: http://www.banther.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Fiduciary services - including POA, Trustee
    • Notary services
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Nancy Barker PDMM

    Nancy Barker PDMM

    Tax and Wealth Management, Inc.
    Certified PDMM 600 Superior Avenue East #2430 Cleveland, Ohio 44114 United StatesWork Phone: 216-331-7286Work Fax: 866-401-5393Website: http://www.taxandwealth.net
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Medical billing issues
    • Notary services
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Eric Barkey

    Eric Barkey

    Barkey Trust Services, LLC
    715 North Main Street Bridgewater, Virginia 22812 United StatesWork Phone: 540-849-6265Website: http://www.barkeyfinancial.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • Non-profit Organizations
    • People with disabilities, chronic illness, including mental illness
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Financial fraud issues
    • Notary services
    • Rep Payee court appointed work
    • Facilitation of household payroll
    • Works Remotely
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    Ginger Barnett

    Balancing Matters, LLC
    11401 Hunters Lane Austin, Texas 78753 United StatesWork Phone: 512-848-8377Work Fax: 512-719-4615
    No Image Available

    Linda Barucky

    Life Management Services
    233 West Passaic Avenue Bloomfield, New Jersey 07003 United StatesWork Phone: 201-207-6031Work Fax: 973-338-8950Website: http://www.lindabarucky.com
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    Jamie Baskin

    Baskin Financial Consulting, LLC
    227 Sandy Springs Place Suite D-128 Atlanta, Georgia 30328 United StatesWork Phone: 404-216-2087Website: http://www.baskinfc.com
    Photo of Brad Bates

    Brad Bates

    Your Bill Manager
    P.O. Box 744 Smithsburg, Maryland 21783 United StatesCell Phone: 703-994-9906Website: http://YourBillManager.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • People with disabilities, chronic illness, including mental illness
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Debt reduction
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Tracking donations made to non-profits and gifts made to individuals
    The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies form state to state. All members are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by other members should not be relied upon as being comprehensive or error free. Any legal documents shared by members should be reviewed by an attorney in the member's home state.
    The user assumes all responsibility and risk for the use of this website. Under no circumstances shall the American Association of Daily Money Manager (AADMM), its board members, or management team be liable for any direct or indirect damages that result from the use of information posted on the website. Reference to any products of services are for convenience only and do not constitute an endorsement of AADMM.