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 Q R S T U V W Y Z
    No Image Available

    Jennifer Arches

    Weyrich, Cronin & Sorra, LLC
    202 East Pulaski Highway Elkton, Maryland 21921 United StatesWork Phone: 410-398-1833Website: http://www.wcscpa.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
    Photo of MR Robert Behles

    MR Robert Behles

    PresidentRobert C Behles LLC
    8118 Thornton Road Towson, Maryland 21204 USACell Phone: 443-275-8455
    Clients Served
    • Adult Children
    • 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
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • 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
    Photo of Lisa Berlin MBA, PDMM

    Lisa Berlin MBA, PDMM

    Taking Care of Business, Inc.
    Certified PDMM PO Box 773 Columbia, Maryland 21045 United StatesWork Phone: 410-730-6062Cell Phone: 443-255-8176View Advertisement

    Website: http://www.tcbinc.us
    Clients Served
    • Adult Children
    • Busy Professionals
    • 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
    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 coaching or counseling
    • Financial fraud issues
    • Tracking donations made to non-profits and gifts made to individuals
    No Image Available

    Patricia Brown

    Legacy Protection Planning
    PO Box 665 Maple Lawn, Maryland 20759 Cell Phone: 301-346-5331Website: http://legacyprotectionplanning.com
    Photo of Mrs. Lauren Cain

    Mrs. Lauren Cain

    Daily Money ManagerHelp Unlimited, Inc
    PO Box 8087 Charlottesville, Virginia 22906 USA10125 Colesville Rd. Suite 216 Silver Spring, Maryland 20901 USA Washington, District of Columbia Cell Phone: 301-461-9532Work Fax: 301-519-3625Work Phone: 301-589-7438View Advertisement

    Website: http://www.DailyMoneyManager.com
    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
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Financial fraud issues
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Ms Penny Bryant Catterall

    Ms Penny Bryant Catterall

    Owner and FounderOrder Your Life, LLC
    5005 Baltimore Avenue Bethesda, Maryland 20816 United StatesWork Phone: 301-875-3653Website: http://www.orderyourlife.net
    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
    • Financial record management
    • Budgeting
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Mary Helen Dennis

    Mary Helen Dennis

    My Confidant, Inc.
    51 Fitzhugh Avenue Westminster, Maryland 21157 United StatesWork Phone: 410-375-7903Website: http://www.myconfidant.net
    Clients Served
    • Busy Professionals
    • Military Personnel and Veterans
    • People with disabilities, chronic illness, including mental illness
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Negotiating with creditors
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    No Image Available

    Nancy Der

    Lifestyle Solutions, LLC
    13440 Bregman Road Silver Spring, Maryland 20904 United StatesWork Phone: 301-807-7734Work Fax: 301-879-5957Website: http://www.lifestylesolutionsllc.com
    Photo of Amanda DesBarres

    Amanda DesBarres

    OwnerHelp Unlimited, Inc.
    10125 Colesville Road Suite 216 Silver Spring, Maryland 20901 United States Washington, District of Columbia 20008 PO Box 8087 Charlottesville, Virginia 22906 Work Phone: 301-589-7438Work Fax: 301-585-3792Work Phone: 434-995-5028Business Established: March 31, 1985Member Since: November 30, 2010Website: http://www.DailyMoneyManager.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • 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
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Financial fraud issues
    • 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.