Financial Security

Our wealth management financial advisor team focuses on creating a personalized plan for you and your family that meets your financial goals for today and tomorrow.

Corporate Retirement Plans

Our corporate retirement plan fiduciaries will create a customized retirement benefit plan for you and your staff that meets ERISA standards and takes the risk and burden off you.

Financial Advisory Services for Individuals, Businesses & Nonprofits

SDM Advisors LLC serves our individual, business and nonprofit clients through a variety of integrated financial services products aimed at creating a personalized financial planning tool that you can count on now and into the future. Our team can provide investment advisory, corporate retirement plan design and implementation, estate & financial planning guidance, nonprofit advisory and cash management. Securities are offered through Valmark Securities, Inc., a member of the FINRA, SIPC. Fee-based financial planning services are offered through SDM Advisors LLC.

Individuals & Families

Focused on wealthy individuals and their families, we provide a financial plan that balances your complex investment needs, your current and future life goals, future investment needs and retirement goals.

Business Owners

Business owners face unique challenges that we are equipped to handle by looking holistically at your personal and business finances and coming up with a personalized plan that gives you peace of mind moving forward.

Nonprofits

We have a full range of investment, retirement and financial management and reporting solutions tailored specifically for nonprofits. While you are meeting your mission. we make sure that we are meeting the financial needs of your staff.

Department of Labor Issues Relief Guidance for Victims of California Wildfires

Bill Tugaw, Senior Vice President, Governmental Plan Practice Leader The U.S. Department of Labor (DOL) recently issued benefit plan guidance and relief for plans and participants affected by the 2018 California Wildfires.  The DOL recognizes that plan sponsors...

Participant Corner: Don’t Let Student Loan Debt Get in Your Way of Financial Success

This month’s employee flyer gives participants ideas to assist in eliminating student loan debt. Download the flyer from your Fiduciary Briefcase at fiduciarybriefcase.com and distribute to your participants. Please see an excerpt on the next page. If you find...

Repay Student Loans or Save in a Retirement Plan? Why Not Both?

Joel Shapiro, JD, LLM, Senior Vice President, ERISA Compliance Many employees feel squeezed to both pay off their debt and save for their future. A recent Private Letter Ruling (PLR) opens the door for employers to help them. The average student graduating in 2016 has...

Participant Corner: Holiday Budgeting

This month ’s employee flyer gives participants tips for budgeting during the holiday season. Download the flyer from your Fiduciary Briefcase at fiduciarybriefcase.com. Please see an excerpt below.   The holidays are a time for giving, but often people can be a...

Exchange Your Old Retirement Solutions for New Ones

Feb 2019 Jonathan Coombs, Investment Analyst   What is an Exchange? An exchange is a turnkey solution for businesses that allows you to provide the benefit of a retirement plan while offloading some of the administrative and fiduciary responsibilities as a potential...

Participant Corner: Keep Your Plan Assets Safe!

This month’s employee memo reminds participants to remain vigilant when it comes to the cybersecurity of their retirement plans. Download the memo from your Fiduciary Briefcase at fiduciarybriefcase.com and distribute to your participants. Please see an excerpt below....

Records and Their Expiration Dates

“What records should I keep? How long should I keep them? How should I organize my files?”   Advisors have been asked these questions time and time again by plan sponsors looking for a general guideline for record expiration dates.   Record retention doesn’t need to...

Six Easy Steps to Keep Your Plan Assets Safe

Joel Shapiro, JD, LLM, Senior Vice President, ERISA Compliance   Cyber fraud is a growing concern globally. Individuals are typically very careful to keep their bank account and email authentication information safe, but they aren’t always smart with the rest of...

You may be able to save more for retirement in 2019

How much you can contribute to your retirement plans each year depends in part on the annual limits. Sometimes these go up from one year to the next, and sometimes they don’t. Learn what’s changed and what hasn’t for 2019.

Act soon to save 2018 taxes on your investments

While time, not timing, is generally the key to long-term investment success, taking timely action before year end can help save taxes on your investments. Here’s how.

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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.

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

Menlo Park Office
640 Menlo Avenue, Suite 2
Menlo Park, CA 94025