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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 
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 for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.