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 the idea that we didn’t want to just be accountants, but to be trusted financial advisors who could focus on wealth planning and investment strategy that could help you and your family now and into the future.
Financial Security for Life
Our founder and managing partner, Steve Mayer, has spent the last 40 years watching his clients grow older and become more and more concerned with their own financial security—often wondering if they had enough money to retire and enjoy the rest of their lives. They were often confused about where to start, how to invest their money wisely, how to create the proper estate plan and whether they needed life insurance. Through this, Steve created a suite of services covering what he termed, financial security. He understood that accounting firms usually focused solely on tax returns and year-end planning, while estate attorneys focused only on the estate plan. Insurance agents only cared about selling an insurance policy and investment advisors focused on asset allocation. The problem—no one was focused on the entire picture and hiring five or six advisors could be costly.