Synergy Financial Management

Specialties

Synergy Financial Management, LLC is part of a financial eco-​system providing three basic services to business owners:

1) Money Management

2) Valuation and Consulting, and

3) M&A advisory services and business transactions.

And two professional services for individuals and trusts:

1) Money Management

2) Comprehensive Financial Planning

Synergy helps you integrate your personal financial planning with your business financial planning. Whether you are planning to acquire a business, package and promote your business for sale, or to grow and maximize the value of your business, we can help you. In short, we help you optimize your exit plan. And the best time to start working on your exit plan is the day you open your doors.

All business owners want to eventually leave their firms, but many companies are simply not ready for a transfer event. Whether it is by sale, death, divorce, or bequest, eventually you will separate from your business. Please turn to Synergy for professional and caring advice and let us help you navigate the potential pit falls that can destroy the value of your business. Our financial eco-​system was formed to help you by providing practical, nuts-​and-​bolts advice on how to improve your firm’s value.

Our free Wealth Assessment Check-​up is a great starting point for you and us to begin our relationship. After the assessment, and if appropriate, we will be in a position to propose a customize solution tailored to your specific goals and objectives.

History

Established in 2001.

Synergy Financial Management, LLC (SFM) is an SEC Registered Investment Advisory firm specializing in fiduciary wealth management services. For over a decade (2001), SFM has served as a trusted partner providing wealth management guidance and solutions. We take an objective proactive approach, bringing proven expertise to every aspect of a client’s wealth — from accumulation and growth through preservation and distribution.

Meet the Business Owner

Joe M.

Business Owner

Joe Maas is an unusual financial advisor because he is certified in so many areas of expertise. Mr. Maas has earned certificates from nine prestigious organizations, and with over two decades of financial industry experience, he offers refined professional advisory skills to business owners, private wealth clients, and trusts.

Mr. Maas holds a variety of world renowned professional designations; he is a Chartered Financial Analyst charterholder, a certified financial planner, a chartered financial consultant, a chartered life underwriter, a certified commercial investment member, a certified valuation analyst, accredited in business appraisal review, a certified merger and acquisition advisor, and in 2000, Mr. Maas earned his Master of Science in Financial Services.