About Us

A.J. Peters Associates, LLC provides daily money management and mobile notary public services. We aim to provide these services to allow our clients to remain independent, travel, or capture extra time for family, self and business. This is provided with a spirit of professionalism, efficiency and honesty.

Ancilma J. Peters, CSA has been providing daily money management services for more than six years and has worked with estates and trusts attorneys for more than seven years. Her community service volunteering with diverse populations was the seed of her entering the field of daily money management.

Ancilma is a member of American Association of Daily Money Managers, Society of Certified Senior Advisors, National Notary Association and National Association of Women Business Owners.

A. J. Peters Associates, LLC is insured and bonded.

What is a Daily Money Manager?

A Daily Money Manager (DMM) is a professional who provides assistance with personal daily financial matters (i.e., paying bills, making bank deposits, reconciling check book, collating tax records, medical claims, etc.). A DMM is not a certified public accountant or tax attorney and does not provide tax or legal advice, unless they are educated and licensed in those professions. For more information on Daily Money Managers, please contact the American Association of Daily Money Managers at 1-877-326-5991 or www.aadmm.com

What is a Certified Senior Advisor?

A Certified Senior Advisor (CSA) is a professional who has undergone a comprehensive course through the Society of Certified Advisors. Professionals from various disciplines obtain this designation in order to be more aware of the social, financial and health needs of the senior population. CSAs are not financial advisors/planners, attorneys or certified public accountants; however, the CSA has been trained to recognize issues and assist their clients to address their needs. For more information on Certified Senior Advisors, please contact the Society of Certified Senior Advisors at 1-800-653-1785 or www.societycsa.org.

Who are your clients?

Individuals:
  • Couples/individuals trying to capture extra family/personal time;
  • Senior citizens accepting their changing needs and remaining in control;
  • Adult children concerned about their senior relatives.
  • Travelers away from home for an extended period of time;
  • Those serving the wider community in the Peace Corps, etc.
    • Businesses:
  • Sole Practitioners traveling for business;
  • Start-up businesses.

    • Where are your offices?

    A.J. Peters Associates, LLC currently has a physical presence in Virginia, Maryland and the District of Columbia; however, due to our scope of work, clients may be in various states or countries.

    What are your rates?

    Our rates are based on the services required. We will be happy to discuss your needs and provide a quote.

    Services

    Contact

    A.J. Peters Associates, LLC
    Post Office Box 1672
    Vienna, VA 22183-1672

    703-625-6461
    703-242-0317 (fax)
    ancilma@ajpeters.com (e-mail)

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