EP Wealth Advisors Onboards Buffington Mohr McNeal Team
June 10, 2025
EP Wealth Advisors has entered a strategic partnership with Boise-based Buffington Mohr McNeal (BMM), onboarding the BMM team and approximately $900 million of AUM. Eleven BMM employees, including co-founders Carey McNeal and Bruce Mohr, will join EP Wealth as the firm expands its footprint in the Intermountain West; financial terms were not disclosed.
- Buyers
- EP Wealth Advisors
- Targets
- Buffington Mohr McNeal
- Platforms
- EP Wealth Advisors
- Industry
- Wealth Management
- Location
- Idaho, United States
- Transaction Type
- Addon
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