How To Start A 401(K) For Employees Our corporate retirement services at SD Mayer, through SDM Advisors, were established to support senior management through the design, maintenance and implementation of your organization’s retirement plan. Our goal is to ensure your plan is compliant with the Employee Retirement Income Security Act (ERISA) fiduciary standards. Additionally, we […]

Business Planning Services Successful businesses know the importance of thinking ahead. Whether you’re just starting or you are entering your business’s next phase, a steadfast plan will help you navigate any obstacle. SD Mayer is here to guide your company into the future. Contact Us

Financial Education Services The key to building financial literacy is learning from someone who wants to see you grow. At SD Mayer, we provide financial literacy services for individuals at any stage in life. We’re a premier source of insightful information, and our dedicated money experts can help clarify topics from budgeting to saving for […]

Savvy modern business leaders know they must attract and maintain the best talent to remain competitive. Often, that means finding the right candidate-job match, empowering employees with development opportunities and providing effective leadership. Creating these exceptional employee experiences can be challenging, especially for small- to medium-sized businesses. SD Mayer is here to help. Contact Us

Financial Planning Services What does the future hold for your personal finances? If you’re like many people, you want to increase your net worth, reduce debts, minimize your tax burdens and leave something behind for the next generation. To accomplish that, you need a financial plan. A financial plan evaluates your current circumstances, considers your […]

You’ve worked hard to build your net worth. SD Mayer works hard to help you protect your assets. Our wealth management and accounting services for high net worth individuals and families can give you peace of mind as you reach your financial goals. When you contact us for private client services, we begin with a […]

Wealth Management+ Wealth Management Solutions At SD Mayer, we are financial advisors located in the San Francisco Bay Area and Seattle you can rely on for effective, strategic, private wealth management. Our specialized team is dedicated to extinguishing all concerns you and your family may have about your financial security. Our firm was founded on […]

Retirement Plan Consulting Planning for retirement is essential. You can never start too early in your retirement planning, and it is also never too late to begin. Finding the right solutions depends on where you are in life as well as your existing resources and other safeguards you have in place for your financial future. […]

International Tax Preparation Services One challenge that companies face when expanding internationally is understanding all the potential tax ramifications. And if you’re a private citizen who relocates to another country, your tax situation can get complicated quickly. Whether you’re a business owner or multinational individual or family, you need a reliable tax strategy that limits […]

Wealth Transfer Services

Investment Services Wealth and investment management is more than buying and selling assets — you need to know what balance of investments allows you to reach your financial goals. You also need a strategy and plan to help ensure your investments continue to pay off. SD Mayer’s team of investment planning consultants can help. We […]

Estate Planning SD Mayer provides estate planning services with locations in Silicon Valley and the Bay Area. We have assisted many people just like you with creating plans that their families can implement with ease. Learn more about our estate planning services and see how we can aid you with this critical part of financial […]