AADMM
   
American Association of Daily Money Managers

KEY FACTS

  • AADMM is a national membership organization representing individuals and businesses in the growing profession of daily money management.
  • The vast majority of AADMM members are employed as Daily Money Managers (DMMs) who provide personal financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small business owners and others.
  • DATE ESTABLISHED: May 4, 1998 – AADMM was incorporated as a non-profit organization.
  • MEMBERSHIP: Approximately 800 professionals across the U.S. and Canada.
  • BENEFITS: AADMM provides professional development and educational opportunities through its annual conference, professional accreditation, webinars and workshops. Members also have access to specialized liability insurance, book discounts for professional resources, industry news updates and various networking opportunities.
  • PROFESSIONAL CERTIFICATION: AADMM promotes excellence in services through a voluntary certification program that emphasizes both experience in the field and continuing education. Those who meet the requirements and pass the exam earn the designation of Professional Daily Money Manager® (PDMM).
  • REGIONAL GROUPS: To connect with other local DMMs, members can participate in regional groups in their area. AADMM Regional Groups currently include the following areas: Florida, Chicago, Illinois, Southern Wisconsin, Dallas/Fort Worth, Northern Virginia/DC, DC / Suburban Maryland , Massachusetts / Rhode Island / Connecticut / Maine / New Hampshire / Vermont, Los Angeles, California, Sacramento, California, San Francisco Bay Area, California as well as in the Greater New York and Atlanta, Georgia Chapters.
  • WEBSITE: www.aadmm.com

Daily money managers are experienced professionals bringing clarity and order to an individual’s daily management of bills, budgets and record keeping.

MEDIA CONTACT: Catherine Krein, Marketing & Communications Director 814-357-9191 | communications@aadmm.com 174 Crestview Drive, Bellefonte, PA 16823‐8516 | Phone: 814-357-9191 | Fax: 814‐355‐2452

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.