Buffington Mohr McNeal

Buffington Mohr McNeal, located in Boise, US, provides specialized financial planning and investment management services, helping clients achieve their individual financial objectives through tailored strategies. Founded in 1998, Buffington Mohr McNeal operates in Boise, US, focusing on comprehensive financial advisory services. The firm was acquired by EP Wealth Advisors, enhancing its service offerings and extending its market reach in Idaho. The founder's specific history is not available.

Buffington Mohr McNeal has participated in 1 deal, with the most recent deal occurring on June 4, 2025. Buffington Mohr McNeal, now part of EP Wealth Advisors, specializes in comprehensive financial planning and investment management services tailored to the unique goals of its clients. Their core offerings include family office services, retirement planning, investment management, estate planning, and tax planning. These services are designed to address a wide array of financial needs, ranging from wealth accumulation and preservation to succession planning and charitable giving.

The firm serves a diverse clientele, including individual investors, families, and professional athletes, providing them with personalized strategies to enhance their financial well-being. Buffington Mohr McNeal operates primarily in the United States, catering to clients in major metropolitan areas such as New York, Los Angeles, and Chicago, among others. Buffington Mohr McNeal generates revenue through a combination of asset management fees and financial advisory services. Clients typically engage in a fee-based structure where they pay for ongoing advisory services and a percentage of assets under management.

For instance, the firm may charge a flat annual fee for financial planning services or a tiered percentage fee based on the value of the investment portfolio managed. The specific pricing plans for these services are designed to accommodate various client needs, ensuring that individuals and families can access comprehensive financial guidance. Through this model, Buffington Mohr McNeal effectively aligns its revenue with the success of its clients' financial objectives, emphasizing a commitment to client-centric service. In June 2025, EP Wealth Advisors, LLC acquired Buffington Mohr McNeal to strengthen its financial solutions and expand its presence in Idaho, US.

The rationale behind this acquisition includes enhancing the service offerings and improving client outreach in the region.