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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    Beth Wagner

    Wagner Financial Care, LLC
    16 Drummer Lane Redding, Connecticut 06896 United StatesWork Phone: 203-788-4104Work Fax: 203-938-2459
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    Beth Wagner MBA

    OwnerWagner Financial Care, LLC
    Selbyville, Delaware 19975 , Alabama Cell Phone: 2037884104
    Clients Served
    • Busy Professionals
    • 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
    • Works Remotely
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    355 Skyline Orchard Drive Hockessin, Delaware 19707 United StatesWork Phone: 302-388-2551
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    231 Cornell Avenue Clarks Green, Pennsylvania 18411 United StatesWork Phone: 570-290-7269
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    Lauri Walsh MBA

    Meadowlark Financial Care, LLC
    PO Box 987 Pickerington, Ohio 43147 United StatesWork Phone: 740-862-2400Website: http://www.meadowlarkfinancialcare.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • 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
    • Negotiating with creditors
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial fraud issues
    • Works Remotely
    Photo of Kyle Walters CFP, CPWA, CIMA

    Kyle Walters CFP, CPWA, CIMA

    Managing DirectorLH CPAs and Advisors
    10,000 North Central Expressway Suite 710 Dallas, Texas 75231 United States Mebane, North Carolina 27302 Work Phone: 972-421-2097View Advertisement

    Website: http://www.lhcpafirm.comBlog: http://www.thepersonalcfo.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • 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
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Facilitation of household payroll
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    Steve Waskow

    The Catalyst Group
    715 Navy Street Santa Monica, California 90405 United StatesWork Phone: 310-907-8990Website: http://www.cg-usa.com
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    Bridget O. Wathen

    Bridget Wathen Daily Money Management
    1302 Willow Avenue Louisville, Kentucky 40204 United StatesWork Phone: 502-454-4970Website: http://www.bridgetwathen.com
    Photo of Elaine M. Watrous CLPF, NCG, CSA

    Elaine M. Watrous CLPF, NCG, CSA

    Elite Fiduciary Services
    1421 N. Wanda Road, Suite 120P Orange, California 92867 United StatesWork Phone: 714-746-4972Work Fax: 714-744-4471
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    Carron L. Webb

    Better Living Solutions, LLC
    Certified PDMM 15 Hand Avenue Suite 151 Bay Minette, Alabama 36507 United StatesWork Phone: 251-689-1562Work Fax: 251-317-3195
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • 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
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    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.