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Maze Financial Planning, LLC

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Maze Financial Planning, LLC

Mission statement:

Offering an advisor relationship built on personal trust and company-wide integrity, Maze Financial Planning, LLC serves as a fee only registered investment advisor to individuals, families, corporations, qualified retirement plans, partnerships, not-for-profits -- anyone with a desire to pursue long-term financial objectives. We have created a place where the processes are understandable, where investing and wealth strategy make sense.

History:

Maze Financial Planning, LLC was founded in 2006 by William H. Bunch to provide investors with long-term goals access to passive asset class investment options. We serve clients principally in Chapel Hill, NC and The Research Triangle. The firm's investment approach centers on Modern Portfolio Theory and passive investing primarily through the use of Dimensional Fund Advisors (DFA) funds and a proprietary fixed income portfolio design provided by BAM Advisor Services, LLC ("BAM"). BAM 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 BAM Advisor Services. We also have established a strategic alliance with BAM to help us bring you a powerful team approach to your investment experiences. BAM provides us with certain fixed income sub-advisory services. We have chosen to work with BAM 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.

BAM was founded in 1997, with headquarters in St. Louis, Missouri. Today it serves a nationwide base of more than 100 independent Registered Investment Advisor firm clients like ourselves, who particularly value the academically based, cost-effective approach we seek to deliver. Our firm is entirely independent of BAM. We make our own decisions directly with you.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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