EDR Financial is an independent, unbiased Registered Investment Advisory (RIA) that pride ourselves in providing point of view without the distraction of conflicts of interest. Our goals are aligned with your goals. We strive to achieve a deep understanding of your situation and, through our work together, a mutual respect. Our relationship with you is our first priority. in our experience, having a strong relationship is fundamental to success. You benefit from the collective experience of our principals. Our team-based approach provides access to the specialized experience of each EDR Financial professional. In 2019 EDR Financial collaborated with Synergy Financial Management hiring Joe M. Mass and his team of Charter Financial Analysts to optimize the way we deliver professional money management services to our clients.
Joe Maas is the Chief Investment Officer and lead portfolio manager for EDR Financial. A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.
Meet the Team
Experienced Financial Professionals Dedicated to Personalized Guidance and Long-Term Client Relationships
At EDR Investment Advisors, our team is committed to helping individuals, retirees, and business owners navigate their financial future with confidence. Based in Montana and serving clients nationwide, we take a relationship-focused approach to retirement planning, investment management, tax-efficient strategies, and long-term wealth protection. Get to know Ernest Dale Roo and Colette Roo — the experienced professionals behind EDR’s client-first philosophy, personalized guidance, and commitment to building trusted financial relationships designed to support every stage of life.