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Maze Financial Planning, LLC

Maze Financial Planning, LLC

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Guiding Our Clients

Financial Freedom

Our mission at Maze Financial Planning is to proactively guide our clients through the maze toward the achievement of their personal goals with customized wealth management strategies.

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Inquire with us today and see how we can help you.

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Learn about what we do and our approach to help you save fast.

 

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Fiduciary Responsibility Explained (2:12)

We are a member of the BAM Alliance and encourage you to watch the following video.

 

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Our Services

See how we may serve you today

Wealth Management

As we build our advisor relationship with you, our focus remains on you, and on resolving complex issues within the following four life planning components:

  • Enhancing wealth
  • Protecting wealth
  • Transferring wealth
  • Donating wealth

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

Portfolio Management

We'll design an evidence-based portfolio, then implement it. Monitor your investments, rebalance as needed and take advantage of tax loss harvesting opportunities.

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Photo of team member

William H. Bunch II, CFP®

Certified Financial Planner™ Professional

President

Bachelors in Business Administration, Finance Concentration and Psychology Minor from the University of North Carolina at Wilmington. Graduated...

Photo of team member

Bill Bunch

CPA/PFS

Founder

While no longer serving as an advisor, Bill is a Certified Public Accountant, NC License #14555, with over 30 years experience helping small...

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Contact info

  •   102 Market Street Suite 201, Chapel Hill, North Carolina 27516
  •   (919) 929-4103
  •   info@mazefp.com

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