SDM Advisors is an independently owned financial advisory firm based in the San Francisco Bay Area. They offer a comprehensive range of integrated services, including investment advisory, estate and financial planning, corporate retirement plan design, nonprofit advisory, and cash management.

Their approach emphasizes personalized financial planning tailored to each client’s unique goals and needs. By partnering with SD Mayer & Associates, they provide a holistic solution that combines financial planning, tax strategy, and investment management under one roof. SDM Advisors advocates for a passive investment philosophy, focusing on diversified portfolios of low-cost ETFs to help clients achieve long-term financial security. ​