DAILY MONEY MANAGERS ARE PROFESSIONALS WHO PROVIDE PERSONAL FINANCIAL SERVICES IN DAYTON & SW OHIO

Work With Us Today!

Ambassador Senior Advisors are daily money managers, trusted advisors for financial household management. Can you imagine someone handling day to day financial matters (like paying bills, record keeping and budgets) so you don’t have to, maintaining your freedom and giving you peace of mind, protecting your loved ones, taking the stress off you? Then, you should consider a daily money manager and we at Ambassador Senior Advisors are just that. We are bonded, insured and a proud member of the American Association of Daily Money Managers and we are glad to work with you in your home, office or remotely.

A Varied Range of Services

Dealing with your personal finances is never straightforward. Elderly individuals need to plan for elder care and how they plan to invest and distribute their assets. Small businesses need to focus on creating a revenue flow that will cover all of their expenses while generating profit. Whatever your needs might be, we’ll work with you to ensure a financial situation that will keep you happy and secure. Our team will work tirelessly to provide a superior customer experience that you can count on, whether we’re investigating medical bills or simply trying to create a balanced family budget.


Our services include:

 Daily Money Management           

                         Fiduciary Rolls     

                         Bookkeeping

Senior Financial Services

Our team of money managers is dedicated to assisting elderly clients with monthly bill payment, tax preparation, and checkbook balancing.

Dedicated Team

With our entire team at your disposal, we have all of the resources you'll need to make informed decisions about your money.

Financial Assistance

Our daily money managers are dedicated to helping you manage a financially stable household by providing the services you need to resolve matters efficiently, happily, and on time.

You are not alone

A Daily Money Manager (DMM) is a financial professional who provides personal financial services to individuals and families, and who manages personal daily money matters such as bills, budgets, and record keeping and much more.

These professionals provide personal financial services to older adults, people with disabilities, busy professionals, people who just prefer to have someone handle their finances, high net worth individuals, and the small businesses they may own.

As a team of Daily Money Managers (DMM), we provide professional financial services to individuals and families who need assistance handling day-to-day money matters, such as bills, budgeting, and bookkeeping. As a trusted resource in the community, we work with older adults, people living with disabilities, those uneasy with managing finances, veterans and individuals with high networth. When you work with a member of our team, you can rest easy knowing that your money is in highly capable hands.

Need more information? Call us on (937) 212-0944 to speak with one of our experts.

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