Buffington Mohr McNeal Registered Investment Advisor

What Buffington Mohr McNeal Registered Investment Advisor does

Buffington Mohr McNeal Registered Investment Advisor is a private Registered Investment Advisor founded in 1998 and headquartered in Boise, Idaho. The firm provides financial planning, investment management, estate planning, tax planning, retirement planning, and business planning services, alongside specialized offerings such as divorce financial planning, fiduciary services, and executive compensation advisory. Its primary clientele is high-net-worth individuals and families, with secondary segments including federal employees, professional athletes, and women investors.

The firm operates on a recurring, AUM-based fee model, charging investment advisory fees as a percentage of assets under management for personalized financial plans and investment strategies. There is no proprietary technology platform; service delivery relies on a team of eight named financial advisors (including co-founders Bruce R. Mohr and Carey H. McNeal) and digital client portal infrastructure.

Buffington Mohr McNeal has been acquired by and integrated into EP Wealth Advisors, a larger national RIA founded in 1999 that serves more than 15,000 households from 60+ offices across more than 24 U.S. states with 500+ employees. Under the partnership, Buffington Mohr McNeal clients continue to be served by the same advisory team while gaining access to EP Wealth's expanded platform of services, including family office services, high-net-worth advisory, and educational content (webinars, Informed Investor Updates, quarterly newsletters).

Name

Buffington Mohr McNeal Registered Investment Advisor

Legal name

Buffington Mohr McNeal Registered Investment Advisor

Website

https://bmmria.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Short description

Buffington Mohr McNeal is a Boise-based Registered Investment Advisor founded in 1998, providing financial planning, investment management, estate, tax, retirement, and business planning services to high-net-worth individuals and families, now operating as part of EP Wealth Advisors.

Ownership category

akta.pro rank

Product category

Wealth Management / Registered Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Tax-Focused Wealth Management RIAs (FSAAACAD)

Keywords

• Registered investment advisor
• Wealth management services
• Financial planning services
• Retirement planning
• Investment management

Headquarters

HQ city

Boise

HQ country

United States

HQ region

North America

Offices65 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory and Planning Fees: EP Wealth generates revenue through investment advisory fees, typically charged as a percentage of assets under management (AUM). As a Registered Investment Adviser, the firm earns recurring fees for providing personalized financial plans and investment strategies aligned with client goals.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Buffington Mohr McNeal Registered Investment Advisor delivers personalized investment management and comprehensive financial planning services to high net worth individuals and families. Offerings include Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning, Business Planning, Divorce Financial Planning, Family Office Services, and dedicated High Net Worth Advisory. Following the integration with EP Wealth Advisors, clients continue working with the same advisory team while accessing the broader EP Wealth platform.

Product overview

Buffington Mohr McNeal, now part of EP Wealth Advisors, offers a comprehensive suite of financial advisory services through a planning-first approach. The core service portfolio includes Financial Planning and Investment Management as foundational offerings, complemented by specialized services such as Divorce Financial Planning, Estate Planning, Tax Planning, Retirement Planning, and Business Planning. The firm also provides Family Office Services and dedicated High Net Worth Advisors for clients with more complex financial needs. Following the partnership with EP Wealth, clients gain access to this full suite of services including client education, webinars, Informed Investor Updates, and quarterly newsletters.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Planning-first advisory service covering financial health assessment, life transition planning, fiduciary services, asset allocation, equity investments, executive compensation, and special needs financial planning for individuals and families.
• Investment Management Active portfolio management including portfolio review, capital gains tax management, and withdrawal advice for clients across the EP Wealth platform.
• Retirement Planning Comprehensive retirement planning including defined contribution plans, 403(b) plans, IRAs, retirement income planning, 401(k) plans, and pre-retirement checklist planning for individuals and federal employees.
• Estate Planning Estate planning services covering charitable giving, real estate transfer, living wills, revocable living trusts, power of attorney, certificates of trust, pour-over wills, and charitable remainder trusts.
• Tax Planning Strategic tax planning services including tax loss harvesting to minimize client tax liability and coordinate with broader investment strategy.
• Business Planning Business planning services covering debt analysis, risk management, buy-sell agreements, real estate analysis, business transition and succession, and real estate investing for business owners.
• Divorce Financial Planning Specialized planning for individuals undergoing divorce, covering pre/post-divorce budgeting, spousal maintenance, tax implications, asset division, child support, spousal benefits, and inheritance/beneficiary considerations, delivered by a Certified Divorce Financial Analyst.
• Family Office Services Comprehensive wealth management services providing high-net-worth individuals and families with integrated financial planning, investment management, and administrative support.
• High Net Worth Advisors Specialized advisory services tailored for individuals with significant assets, offering personalized investment strategies and comprehensive financial planning.

Named customers1 record

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• EP Wealth AdvisorsflagshipStrategic or Co-development PartnerBuffington Mohr McNeal was acquired by EP Wealth Advisors, a Registered Investment Adviser founded in 1999. The acquisition brings Buffington Mohr McNeal's clients into EP Wealth's platform, providing access to a full suite of financial planning services including investment management, estate planning, tax planning, retirement planning, and business planning. Clients continue to be served by the same advisory team with expanded resources and service capabilities. EP Wealth serves over 15,000 households from 60+ offices across the U.S.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Mercer Advisors: National RIA specializing in comprehensive wealth management, tax planning, estate planning, and investment management for HNW households. Directly comparable in service breadth and acquisition-driven scale strategy.
• EP Wealth Advisors: The acquirer and parent platform of Buffington Mohr McNeal. EP Wealth is a planning-first RIA with 60+ offices, 500+ employees, and 15,000+ households — directly comparable in services (financial planning, investment management, estate, tax, retirement) and HNW client focus.
• Mariner Wealth Advisors: Large national RIA consolidator offering comprehensive financial planning, investment management, and family office services to HNW clients. Highly comparable in acquisition-driven growth model and full-service planning-led approach.
• CAPTRUST: National RIA providing investment advisory, financial planning, and retirement plan services to HNW individuals, families, and institutions. Comparable in comprehensive wealth advisory scope and acquisition-driven growth.
• Creative Planning: One of the largest independent RIAs in the U.S., providing fee-only financial planning, investment management, tax, and estate services to HNW individuals. Comparable in planning-first philosophy and recurring AUM-based revenue model.
• Buckingham Strategic Wealth: Planning-first RIA serving HNW individuals with evidence-based investment management and comprehensive financial planning. Highly comparable in fiduciary, fee-only, planning-led model and recurring AUM fees.
• Carson Group: RIA platform and consolidator serving financial advisors and their HNW clients with wealth management, financial planning, and business consulting. Comparable in advisor-acquisition strategy and planning-led value proposition.

Broad incumbents

• Focus Financial Partners: Leading RIA consolidator and partnership platform that has acquired dozens of boutique RIAs. Comparable as a strategic acquirer in the RIA M&A ecosystem and as a scaled wealth management platform serving HNW clients.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S., serving a broad HNW and mass-affluent client base with financial planning, investment management, and workplace advice. Comparable in scale, service breadth, and planning-led positioning.
• Cetera Financial Group: Large wealth management platform supporting thousands of independent financial advisors and their clients. Comparable as a multi-office RIA/broker-dealer network serving HNW households with planning and investment services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@epwealthadvisors
• Facebookfacebook.com/epwealthadvisors
• LinkedInlinkedin.com/company/ep-wealth-advisors
• Instagraminstagram.com/ep.wealth.advisors
• Xx.com/bmmria

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Buffington Mohr McNeal Registered Investment Advisor