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Direct Investment  + Financial Advisory  + M&As  + RIAs & Financial Advisors  |  June 11, 2025
EP Wealth Enters Idaho with $900M Buffington Mohr McNeal Acquisition 
Joe Palmisano
By: Joe Palmisano

EP Wealth Enters Idaho with $900M Buffington Mohr McNeal Acquisition 

EP Wealth Advisors, a Torrance, California-based registered investment advisor, has acquired Buffington Mohr McNeal (BMM), a Boise, Idaho-based firm managing nearly $900 million in client assets. The transaction marks EP Wealth’s entry into the Intermountain West and establishes a new regional hub as part of its ongoing national expansion. 

Founded in 1998 by Dean Buffington, Bruce Mohr, and Carey McNeal, BMM brings a team of 11 professionals to EP Wealth, including co-founders Mohr and McNeal. 

“When EP Wealth establishes a new region, the most important criterion is to partner with entrepreneurs who share our client-centric, talent-based mindset,” said Ryan Parker, CEO of EP Wealth. 

This marks EP Wealth’s sixth acquisition in 2025. Other recent additions include NBS Financial Services in California ($230 million AUM), AlphaMark Advisors in Kentucky ($385 million AUM), Executive Wealth Management in Michigan ($1.6 billion AUM), Criterion Capital Advisors, LLC in Colorado ($500 million AUM), and Peninsula Wealth in San Francisco ($660 million AUM). 

As of March 31, 2025, EP Wealth Advisors manages more than $32.6 billion in assets across over 53 offices in 18 states. Financial terms of the BMM acquisition were not disclosed. 

Read More News Stories About: EP Wealth Advisors
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About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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