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Maze Financial Planning

Maze Financial Planning

Investment ManagementFlag of USChapel Hill, North Carolina, United States1-10 Employees

Company overview

Headquarters400 Market St, Suite 105B, Chapel Hill, NC 27516, US
Phone number+19199294103
Website
NAICS5231
Keywords
Wealth Management And Personal Financial Planning
Founded2006
Employees1-10
Socials

Key Contact at Maze Financial Planning

Flag of US

William H. Bunch

President

Maze Financial Planning Email Formats

Maze Financial Planning uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@mazefp.com), used 100% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@mazefp.com
100%

About Maze Financial Planning

Maze Financial Planning is a fee-only, Registered Investment Advisor firm located in Chapel Hill, North Carolina. We specialize in wealth strategy services and an evidence based approach to investing. We take our fiduciary responsibility very seriously and in doing so have codified a spend down strategy that helps maximize our clients after tax return. 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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Maze Financial Planning revenue & valuation

Annual revenue$7,858,864
Revenue per employee$7,859,000
Estimated valuation?$25,200,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Maze Financial Planning has never raised funding before.

Maze Financial Planning Tech Stack

Discover the technologies and tools that power Maze Financial Planning's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

Underscore.js

Underscore.js

JavaScript libraries

Drupal

Drupal

CMS

Google Maps

Google Maps

Maps

Microsoft 365

Microsoft 365

Email

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

HSTS

HSTS

Security

AddToAny

AddToAny

Widgets

Google Analytics

Google Analytics

Analytics

Moment.js

Moment.js

JavaScript libraries

Frequently asked questions

Maze Financial Planning is located in Chapel Hill, North Carolina, US.
You can reach Maze Financial Planning at +19199294103.
Maze Financial Planning was founded in 2006, making it 20 years old. The company has established itself as a significant player in its industry over this time.
Maze Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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