Welcome to Tewksbury Financial Advocacy
Are you struggling to find trustworthy individuals to act as agents under a financial power of attorney (POA), trustee, or executor for yourself, a loved one, or your clients? You're not alone.

mollyscalzo@outlook.com

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+1 (208) 760-7434

Molly Scalzo, CFP®

 I’m Molly, the founder of Tewksbury Financial Advocacy. With 18 years of experience as a CFP® and a former compliance officer for a national investment firm, I’m passionate about helping seniors maintain their financial independence and giving them peace of mind. At Tewksbury Financial Advocacy, I focus on daily money management and fiduciary services, including monitoring bank accounts for fraud, organizing paperwork, and ensuring financial safety. I believe in a relationship-first approach, combining my expertise with compassion to support individuals and families in navigating their day-to-day financial needs. Whether it’s assisting with bill payments or serving as a financial power of attorney, I am committed to providing trusted, personalized service that empowers seniors to live comfortably and confidently.

My Services

My Services

Services

 

  • Bill Pay

  • Mail Management

  • Document Organization

  • Fraud Prevention

  • Credit Monitoring

Fiduciary Services

 

  • POA (Power of Attorney)

  • Executor

  • Trustee

Why Choose Tewksbury Financial Advocacy?

 

- Expert Daily Money Management

 

As the sole proprietor of Tewksbury Financial Advocacy, I specialize in Daily Money
Management (DMM) services. Properly insured and fully qualified, I provide a much-needed
solution for managing financial matters.

 

 

- Comprehensive In-Home Financial Services

 

I work directly in clients’ homes, handling financial, legal, and insurance matters. I also
coordinate with other trusted advisors such as Financial Advisors, CPA’s and Geriatric Care
Managers to ensure holistic care. As a member of the American Association of Daily Money
Managers (AADMM), I adhere to the highest industry standards and ethics.

 

 

- Local Expertise and Personalized Attention

 

Hiring a local DMM ensures more personalized attention and faster response times in
emergencies, compared to having a POA agent living far away. I can act as an agent under a
POA or hold a limited POA for specific financial responsibilities, such as managing a checking
account.

What is a DMM?

    - 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, record keeping and much more.

 

Click here for more information on DMMs