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.
I am Certified Professional Daily Money Manager, assisting high-net worth families and small businesses in the Tampa Bay & Atlanta markets. I have a Bachelor of Science in Economics (Mathematics Minor) from Hillsdale College and Master of Science in Management from Colorado Technical University. I am also a Licensed Real Estate Agent in Florida.
A Pinellas County native, I’m very active in my hometown of Tarpon Springs, FL. I have served on the Historical Preservation Board & Budget Advisory Committee for the City of Tarpon Springs. I am an active member in the Tarpon Springs Rotary Club, Rotary Youth Trust Fund (Treasurer), Tarpon Springs Yacht Club Board of Directors (Past Treasurer, Current Rear Commodore), Board of Directors – Pinellas Suncoast Transit Authority, Knights of Columbus, Florida Hospital North Pinellas – Capital Campaign Committee, Past Board Member – Boys & Girls Club of Tarpon Springs, Eagle Scout – Troop 48 (2001), & Leadership Pinellas Class of 2015.…
Elizabeth Barach, DMM is a highly experienced and dedicated daily money manager who provides clients unparalleled services. Ms. Barach has 25 years of accounting and financial management which includes positions as Corporate Controller for a nationally recognized magazine, Financial Manager of a family-owned business having a net worth in excess of $500 million, and Financial Manager of a Philadelphia-based real estate development firm. Ms. Barach is now offering her extensive knowledge and skills to individuals and small businesses.
Balancing Matters, LLC works with clients to help manage a variety of personal, financial, legal, and health insurance matters. Our clients are able to enjoy happier, more productive and independent lives as we customize a plan specific to your needs. We will work with you to bring clarity and order to your daily management of personal bills, budgets, and record keeping.
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.