About Us

Our Story

SDM Advisors is a branch of the SD Mayer & Associates full-service accounting firm, whose goal is to change the status quo. Founded in 2012, Steve Mayer brings his core values to our firm that have defined his business philosphy and success for more than three decades: helping clients be successful in business and in life; investing in and serving the community; and having fun.

SDM Advisors focuses solely on the financial security of individuals, families and business owners. Through our partnerships with the Retirement Plan Advisory Group (RPAG) and Valmark, we are able to offer access to best-in-class solutions for financial security.

Why Team With SDM Advisors?

Independence

SDM Advisors evaluate funds and providers objectively and without conflict of interest, ensuring a financial and retirement plan design that best fits your needs.

Transparent Pricing

We understand the importance of fully disclosed costs. Our fees are assessed by a flat rate or a fixed percentage of plan assets, determined through careful consideration with our clients.

Plan Design Expertise

Our advisors will help you maintain qualified status, while continuing to meet the goals and objectives of your organization.

One-Stop Shop

At SD Mayer, our service lines work together to ensure you receive expert advice and guidance from professionals who specialize in accounting, wealth management, and tax, giving you a full picture of your company’s financial health.

Trusted Financial Advisors

We aim to be your most trusted source for all of your retirement and wealth management needs. Whether it is investment strategy, retirement plan options, or fund performance evaluations, we are always available to discuss your most pressing questions.

Experienced Consultants

SDM Advisors know that it is not just about implementing a financial or retirement plan, but looking holistically at all of your financial goals and needs and developing a plan that meets all of your needs.

Our Team

Steve Mayer
Steve Mayer

Founder & Managing Partner

Rick Hillsbery, CPA/PFS, CFP®, CKA®
Rick Hillsbery, CPA/PFS, CFP®, CKA®

Partner, Wealth Management

Thérèse Hjelm
Thérèse Hjelm

Wealth Management Coordinator

Ruben Staszewski
Ruben Staszewski

Advisory Solutions Coordinator

Rowena Mazon-Scipi
Rowena Mazon-Scipi

Client Systems Administrator

Awards

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