About Us

We provide services to smooth the way for any change you decide to make in your life.

Personal Manager, Inc., is a small business started by a couple of guys who had helped elderly family members and friends manage the challenges they were encountering in keeping current in financial management, organization, and necessary changes in life.

Our Services

Personal Manager, Inc., has a firm membership with the American Association of Daily Money Managers (AADMM). As a member of AADMM, a Daily Money Manager (DMM) delivers essential financial services to older adults and retirees, people with disabilities, busy professionals, high net worth individuals, and others. DMMs are not financial planners or advisors. They do not take the place of CPAs, attorneys, investment advisors or social workers, but rather complement services provided by these professionals. DMMs are often “team builders,” bringing together the right services for their clients.