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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    H. Lori Ahdieh

    Founder & OwnerAcumen Daily Money Management, LLC
    13108 Anvil Place Oak Hill, Virginia 20171 United StatesWork Phone: 703-201-6454Website: http://www.acumendmm.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • 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
    • 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
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    Jeffrey Allende

    Daily Money Management, LLC
    Henrico, Virginia 23238 United StatesWork Phone: 804-514-8822Website: http://www.DMMRVA.com
    Photo of Carolyn “Cary” W. Anderson
    1467 Monterey Drive Charlottesville, Virginia 22901 United StatesWork Phone: 434-326-6321
    Clients Served
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • 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 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
    Photo of John Bowen PDMM

    John Bowen PDMM

    Bookkeeping and Daily Money Management
    Certified PDMM 6739 Montour Drive Falls Church, Virginia 22043 United StatesWork Phone: 703-472-2235Work Fax: 703-533-3637Website: http://www.bowenbmm.com
    Clients Served
    • Busy Professionals
    • Military Personnel and Veterans
    • Small Business Owners
    Services Provided
    • Financial record management
    • Budgeting
    • Notary services
    • Works Remotely
    Photo of Kay Bransford

    Kay Bransford

    MemoryBanc, LLC
    4601 N. Fairfax Drive #1200 Arlington, Virginia 22203 United States4049 41st Street North McLean, Virginia 22101 United StatesWork Phone: 703-436-2827Work Fax: 888-841-5234Cell Phone: 703.362.2959Website: http://www.memorybanc.com/DMMBlog: http://DealingWithDementia.org
    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
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Fiduciary services - including POA, Trustee
    • 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 Laura A. Butler DMM

    Laura A. Butler DMM

    Daily Money ManagerPersonal Finance Matters, LLC
    Mason Neck, Virginia Cell Phone: 571.237.6947Website: http://www.pfmatters.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
    • 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 fraud issues
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available
    3017 N. Dickerson Street Arlington, Virginia 22207 United StatesWork Phone: 703-623-5422
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Non-profit Organizations
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Tracking donations made to non-profits and gifts made to individuals
    No Image Available

    Janet Carruthers CPA, CFE

    Sterling Money Management
    Sterling, Virginia 20165 United StatesWork Phone: 703-327-0158
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    Pete Conklin CSA

    Personal Affairs Management L.L.C.
    8508 Wild Spruce Drive Springfield, Virginia 22153 United StatesWork Phone: 703-913-0052Work Fax: 703-913-0052Website: http://www.personalaffairsmanagement.com
    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.