Services

Financial Security for Life

SDM Advisors purpose is to ensure that our clients are financially secure throughout their lives, through retirement, are meeting their financial goals and are able to provide for their families in the event of job loss, injury or death.

Our wealth management group focuses on financial planning using a personalized blend of estate planning, investment resources and insurance options to to create a rock-solid plan that not only plans for retirement, but keeps in mind all of life’s daily expenses and plans for kids education, marriages, homes and travel.

Our corporate retirement plan group works with employers to create a retirement plan for owners and their staff through design, implementation and maintenance.  Being fully compliant with fiduciary standards set forth in ERISA is the objective, but making sure your employees are ready for retirement and informed about their options is how we meet those goals.

Corporate Retirement Plans

SDM Advisors corporate retirement services were created to support senior management with design, implementation and maintenance of your company’s retirement plan. Our objective is to make sure your plan is fully compliant with the fiduciary standards set forth in ERISA.

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Wealth Management

At SDM Advisors, we are financial advisors the Bay Area can rely on for effective wealth management. Our specialized team is dedicated to extinguishing all concerns you and your family may have about your financial security through the careful interaction of a variety of tools.

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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