High net worth individuals and families, owners of multiple homes, retirees, individuals affected by divorce, illness or loss of a spouse, busy executives, entrepreneurs, real estate investors, busy working families, and individuals in need of financial organization. Click here to read an article on the benefits of hiring a Daily Money Manager or a Personal Financial Concierge for aging parents.

Our services are personalized to fit the needs of each client. Some of the services we provide include organizing and paying bills, cash flow monitoring, reporting and budgeting, managing household payroll and taxes, tracking charitable contributions, organizing and/or setting up home or office filing system, organizing and creating customized tax reports for CPAs, negotiating with vendors, managing financial fraud issues, and reviewing and managing medical billing issues. Ultimately our services are about our clients and what they need and want to make their lives easier and more organized. If what you need is not listed here, please call us to inquire further.

We do not provide tax, investment or legal advice. We also do not take the place of your financial advisor or wealth planner. Our services complement those professionals and give you the utmost peace of mind. We are happy to work together seamlessly with your financial and legal advisors to provide them the information you authorize on your personal and business accounts.

Our clients always have access and control over their accounts and records. Everything, from bill paying to organizing, will be done based on your preferences and needs.

Absolutely! Financial Concierge, LLC maintains the highest standard of confidentiality. We respect and adhere to the strict code of ethics of the American Association of Daily Money Managers. Financial Concierge, LLC also carries Professional Liability Insurance. We are happy to provide professional and personal references upon request.

Our initial consultation is complimentary as we meet to review your individual needs. After our initial meeting, our fees are based on an hourly rate.