West Coast Momentum: A San Francisco Original Joins Springline
“This partnership is a natural fit, not just strategically, but culturally. We’re excited to welcome the experience and leadership this team brings to Springline. Together, we share a deep commitment to our people, our clients, and the communities we serve, and we’re well-positioned to accelerate our expansion across the Bay Area and Northern California while continuing to deliver the high-touch, trusted service our clients expect.” - Tim Brackney
Tim Brackney
CEO, Springline Advisory
San Francisco is a city built on bold ideas, independent thinking, and the belief that what’s next can be better than what’s now.
That’s why we’re proud to welcome SD Mayer, a San Francisco–based advisory firm, led by a tremendous founder and Managing Partner, to Springline Advisory.
This partnership isn’t simply about geography. It’s about aligning with a firm that has earned deep trust across Tax, Client Accounting and Advisory Services, Wealth Management, and Consulting, and is ready to build its next chapter without compromising what made it exceptional.
Because growth is more powerful when it honors legacy.
Built in the Bay. Built to Last.
From day one, SD Mayer has been defined by high standards, steady leadership, and a deep commitment to clients.
Under its founder’s guidance, the team has delivered:
- Tax strategies that balance complexity with clarity
- CAAS solutions that help businesses run smarter every day
- Wealth Management guidance designed for long-term impact
- Consulting insight that turns strategy into action
It’s a comprehensive model built around real business owners and families, not just transactions.
That depth of expertise strengthens Springline’s national platform. And just as important, SD Mayer’s entrepreneurial mindset strengthens our culture.
A Shared Vision for What’s Next
San Francisco is known for shaping industries and redefining what’s possible. This partnership carries that same spirit.
Together, we’re bringing:
- Expanded capabilities with a local feel. Clients gain access to broader technical resources and industry specialization, while continuing to work with the advisors they know and trust.
- Meaningful opportunity for team members. Our people gain enhanced career pathways, leadership development, and expanded resources, without losing the culture that defines their daily experience.
- Founder-led momentum. Steve Mayer, the Managing Partner remains a key architect of the firm’s future, shaping strategy and growth alongside Springline.
This is what Scale with Soul™ looks like in action. Intentional growth. Cultural continuity. Shared ownership of what comes next.
Rooted in the Bay. Ready for the Nation.
SD Mayer has built its reputation on trust, technical excellence, and long-standing relationships. Now, as part of Springline, that local strength is amplified by a national vision.
Together, we’re building something bigger than a footprint. We’re building the premier middle-market accounting and advisory services firm in the nation, one values-aligned partnership at a time.
A new chapter, grounded in leadership.
A broader platform, built for lasting impact.
A future shaped by experience, ambition, and wholehearted ownership.
Welcome to Springline.