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About

Based in Seattle, Synergy Financial Management, LLC is an integrated financial services firm specializing in Financial Management, Business Valuation and Consulting, and Mergers and Acquisitions including commercial real estate investments. Founded by Registered Investment Advisor Joseph Maas, CFA, AVA, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, CWPP, Synergy Financial Management, LLC works with individuals and mid-sized and large businesses to manage their financial portfolios, streamline operations, plan for future growth and potential sale, mergers and acquisitions and more. In addition to offering its services directly to businesses, the financial experts at Synergy Financial Management, LLC educate the business community through classes, workshops and speaking engagements.