Joseph M. Maas

Joe Maas is the founder of Synergy Asset Management and the creator of the SAAM™ model (Strategically Aligned Asset Management). With an impressive array of nine industry certifications, including the CFA and CFP®, Joe has dedicated his career to providing comprehensive asset management services for financial advisors, business owners, high-net-worth clients, and a variety of investors.

Joe’s journey began with humble roots as an insurance professional. His career progressed to a management role, where he led a team of financial service professionals. Recognizing the need for more sophisticated investment and financial planning solutions, Joe founded a securities broker-dealer. However, the increasing demand for Joe’s planning service led him back to private practice, where he focused 100% of his time on the needs of Synergy Asset Management, LLC private clients.

As Synergy Asset Management flourished, Joe’s expertise attracted other financial advisors, prompting the creation of the SAAM™ model. This innovative model is designed to help advisors grow through a comprehensive suite of asset management, practice management, and marketing services. Joe’s extensive experience and dedication to the industry underscore his belief that anyone can achieve success with the right guidance and tools.