In short, we are a family business, who is deeply embedded in our community. We wanted to personally help folks in an area that is so important, that's why we love what we do. As we get to know you and develop our relationship, we will provide holistic and nuanced advice. Our focus is on tax and multi-generational planning.
Maze Financial Planning, LLC was founded in 2006 by Bill Bunch to provide investors with long-term goals access to evidence-based asset class investment options. William took over for his dad when Bill retired in 2019.
We are Fee-Only and held to the Fiduciary standard. We serve clients principally in Chapel Hill, NC and The Research Triangle. The firm’s investment approach centers on Modern Portfolio Theory and evidence-based investing primarily through the use of Dimensional Fund Advisors (DFA) funds and a proprietary fixed income portfolio design provided by Buckingham Strategic Partners (“BSP”). BSP helps like-minded Registered Investment Advisor firms, often associated with CPA practices, start, build and manage their advisory organizations.
An important part of our wealth management service involves the evaluation and implementation of customized risk management strategies through BSP. We also have established a strategic alliance with BSP to help us bring you a powerful team approach to your investment experiences. BSP provides us with sub-advisory services. We have chosen to work with BSP because we are confident that the alliance brings you important benefits, including enhanced service levels; combined expertise and leveraging capabilities; cost-effective solutions; and back-office support that lets us spend more time with you, serving as your investment advisor. BSP also gives us access to a curated list of deep, rich and robust academic research and cutting edge thoughts.
BSP was founded in 1997, with headquarters in St. Louis, Missouri. Today it serves a nationwide base of more than 1,000 independent Registered Investment Advisor firm clients like ourselves, who particularly value the academically based, cost-effective approach we seek to deliver.