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Maze Financial Planning, LLC

Maze Financial Planning, LLC

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Our Team

William Bunch

(919) 929-4103
(919) 929-4103
info@mazefp.com

It's a family business started by Bill Bunch and now carried on by his son William. Bill started Maze after 20 years of tax work which led him to start a practice with a much more holistic approach to financial planning that what he saw occurring in his work as a CPA. Maze provides client specific, nuanced advice as a small business. However to better empower our small business to best address our client's needs, we are a part of the BAM Alliance.

I won't dive into everyone at BAM, but here are two people at BAM that really help us with digesting and staying up to date on research.

Larry Swedroe, Director of Research for the BAM Alliance (watch "The Science of Investing" in our video library!)

Jared Kizer, CFA, Chief Investment Officer for the BAM Alliance (here's a link to his blog at BAM)

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William H. Bunch II, CFP®, Certified Financial Planner™ Professional

President

WBunch@MazeFP.com

Bachelors in Business Administration, Finance Concentration and Psychology Minor from the University of North Carolina at Wilmington. Graduated Magna Cum Laude. I am an innovative advisor who's strategy is built on education and mutual understanding with my clients. As a younger advisor, I am invested in my clients future. I look forward to building long-term, multi-generational relationships.

I am a Certified Financial Planner (TM), ID 273709. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced.  As a CFP® professional, I look forward to delivering holistic and nuanced advice.

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Bill Bunch, CPA/PFS

Founder

BBunch@MazeFP.com

While no longer serving as an advisor, Bill is a Certified Public Accountant, NC License #14555, with over 30 years experience helping small businesses and high net worth individuals reach their goals with customized accounting, consulting, tax, and wealth management services.

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

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