MAZE FINANCIAL PLANNING

Overview

Maze Financial Planning is an independent RIA operating as a limited liability company that serves high-net-worth individuals, families and a smaller slate of institutional clients. The firm combines fee-based portfolio management with hourly financial planning and takes an active role as a capital allocator—selecting third‑party managers and structuring private placement and real‑estate allocations alongside public market exposures. Maze presents itself as an ESG-aware adviser and integrates environmental, social and governance considerations into its investment work. Service lines emphasize comprehensive financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection and oversight of outside advisers. The business model leans toward customized relationships: a relatively small client roster with sizeable account balances means the firm can implement bespoke asset mixes, coordinate alternative investments, and deliver ongoing fiduciary oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices