A Daily Money Manager (DMM) is an insured professional who brings order and clarity to your day-to-day financial activities by assisting you with personal bills, budgets and record keeping, etc. so you can enjoy life and have more peace of mind.
As a DMM and trusted advisor, we take pride in managing your personal financial affairs in a discreet, attentive and professional manner. Security is a top priority. As a member of the
American Association of Daily Money Managers (AADMM), we subscribe to their strict Code of Ethics and Standards of Practice.