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Our Friends At Year-End Get The Most From Your Equity
Our Advisors Create A Financial Plan That Meets Your Lifelong Goals

Get Started With A Free Consultation

Financial Advisory Services for Startup Employees’

SDM Advisors understands that large bonuses, equity in the form of company stock and unique salary situations create a  scenario that requires special financial planning.  Our team provides a free consultation to get a clear understanding of your goals and wishes for the future, and then create a personalized financial plan that covers, not only your retirement needs, but also all the milestones in your life from weddings, to education expenses for the kids, to new homes and cars, and vacations.  Whatever your goals, we have you covered.

Customized financial planning

With over 40 years of experience, our financial planners work with clients all over the San Francisco Bay Area. We explore your goals for your career, family and retirement, add in any big financial needs like college, weddings and travel and then develop a plan customized to fit your needs.

Family Trust & Estate Planning

The cornerstone of any good financial strategy involves having a plan for what happens to your wealth if something happens to you. Our financial advisors will help you develop a plan that considers leaving money for family, friends or organizations, so that in the end there will be no worries.

Personal Wealth Management

Whether you’re a successful professional, a business owner or an individual, creating a personal financial plan is something everyone should have. Our advisors don’t just plan for your retirement, but for all of life’s little surprises. Our plans consider college for the kids, new cars and travel plans.

Family Office Management

For those busy individuals who need extra support managing their financial affairs at home, our team can help with bill pay, investment management and retirement planning, while you spend time making memories with your family. We provide regular reports so you’ll always know where you stand.

The Team

Steve Mayer, CPA

Managing Partner

Daniel P. Rush

Vice President

Cody Martin




Securities and Advisory Disclosure:

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc.

San Francisco Office

235 Montgomery Street, 30th Floor
San Francisco, CA 94104

Menlo Park Office

640 Menlo Avenue, Suite 2
Menlo Park, CA 94025

[email protected]

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