Mercer Advisors

SDM Advisors LLC is an independently owned financial advisory firm based in the San Francisco Bay Area, offering a comprehensive range of integrated financial services tailored to meet the unique needs of each client. Their expertise spans investment advisory, corporate retirement plan design and implementation, estate planning, and nonprofit advisory services.

With a focus on a holistic approach to financial planning, SDM Advisors collaborates closely with clients to create personalized financial strategies that evolve with their life circumstances. The firm emphasizes a passive investment philosophy, utilizing low-cost exchange-traded funds while providing ongoing financial and tax planning support.

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