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 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.
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.
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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.
San Francisco Office
235 Montgomery Street, 30th Floor
San Francisco, CA 94104
Menlo Park Office
640 Menlo Avenue, Suite 2
Menlo Park, CA 94025