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Maze Financial Planning, LLC Employee Directory

Investment ManagementNorth Carolina, United States0-1 Employees

Maze Financial Planning, LLC is a fee-only Registered Investment Advisor operating in the investment management space. Based in Chapel Hill, North Carolina, the firm focuses on wealth strategy services and adheres to an evidence-based approach to investing, with a fiduciary duty at the core of its practice. The company emphasizes a spend-down strategy aimed at maximizing clients’ after-tax returns, offering personalized wealth management as part of its mission to guide clients toward their personal goals. The firm’s target market consists of individuals seeking structured, goal-oriented financial planning and investment guidance, delivered through a careful, client-first framework. A recent development noted is the appointment of a new president in 2018, reflecting organizational leadership changes within Maze Financial Planning.

Find Maze Financial Planning, LLC employees' phone numbers or email addresses

Maze Financial Planning, LLC Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

Maze Financial Planning, LLC's Leadership

  • Stylized image of a person
    W. H. B.
    President
    Phone icon
    Mobile Phone

Maze Financial Planning, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Maze Financial Planning, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    W. H. B.
    President
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 27, 2026

Frequently Asked Questions

What is Maze Financial Planning, LLC known for?

Minus sign iconPlus sign iconMaze Financial Planning, LLC was founded in 2006 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-919-929-****
. Explore Maze Financial Planning, LLC's company overview page for more information.

What is Maze Financial Planning, LLC's most common email format?

Minus sign iconPlus sign iconMaze Financial Planning, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Maze Financial Planning, LLC email formats with LeadIQ.

How many employees does Maze Financial Planning, LLC have currently?

Minus sign iconPlus sign iconMaze Financial Planning, LLC has approximately 1 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Maze Financial Planning, LLC's key employees and leadership?

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As of August 2026, Maze Financial Planning, LLC's key employees include:

  • President: W. H. B.

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