SD Mayer

SD Mayer Advisory, LLC is a leading full-service accounting, advisory, and wealth management firm in the San Francisco Bay Area serving clients locally and globally. The firm draws on over 50 years of combined experience to provide personalized financial advice and innovative, cloud-based solutions. Services encompass audit and assurance with objective advice on compliance and financial statement preparation, tax and tax planning across individual, corporate, and nonprofit matters, outsourced and managed services including fractional CFO and controller roles, corporate retirement planning and consulting, wealth management with estate planning and investment services, and business advisory including valuation, mergers and acquisitions, and strategic planning. The firm is dedicated to being a trusted financial partner through every stage of life, whether expanding a business, nurturing a family, or preparing for retirement. The team combines business and technical expertise to deliver actionable insights, help clients make informed decisions, cut costs, and boost profits. SD Mayer now operates as part of Springline Advisory, expanding west-coast presence.