Mayer & Associates Advisory, LLC, an independent wealth management firm, takes a personalized approach to financial planning, focusing on helping you and your family toward realizing your financial dreams. We are committed to fostering long-term client relationships. The key to building lasting relationships is developing a deep understanding of each client.

The better we understand you and what is important to you, the more effective we can be at helping you work towards your goals. With over 35 years of experience in working with families and individuals, our solutions are tailored to address the complexities of your situation. We are committed to always maintaining the highest standards of integrity and honesty.

We work with more than 100 individuals and families in both the Bay Area as well as around the United States, overseeing in excess of $150M in assets under management. We help ensure our clients’ financial goals are pursued in a responsible way, through the combination of financial planning and active portfolio management.