EP Wealth Advisors Establishes Presence in Idaho with Acquisition of Buffington Mohr McNeal

Partnership expands advisory resources and regional footprint

EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment advisor (RIA), has announced a strategic partnership with Buffington Mohr McNeal (“BMM”), a long-standing RIA firm in Boise, Idaho. This new partnership strengthens EP Wealth’s presence in the Intermountain West, adding nearly $900 million in assets under management (AUM).

“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 EP Wealth CEO, Ryan Parker. “For nearly 30 years, BMM has put their clients’ needs first and created a culture that rewards long-term career development. As their team joins our nationwide family, we will build on that legacy to create even more successes in the years ahead.”

BMM was founded by Dean Buffington, Bruce Mohr and Carey McNeal in 1998 with a commitment to providing clients with clarity, accountability and personalized financial planning. Recognizing that each client’s time is valuable, the BMM team prioritizes personalized guidance and lasting relationships to help clients efficiently achieve their long-term financial goals.

Eleven BMM employees, including co-founders Carey McNeal and Bruce Mohr, will join EP Wealth and gain access to the firm's expanded services and resources. Late co-founder Dean Buffington passed away in 2020, leaving a lasting imprint on the Boise community.

“As we remember Dean Buffington, our partnership with EP Wealth preserves his legacy as a fiduciary, and he would be delighted,” said McNeal. “Our community put their trust in the firm that we created with Dean 27 years ago, making it a priority to continue serving them in a larger capacity.”

“Joining EP Wealth Advisors is a monumental step in the journey for BMM,” said Mohr. “Gaining access to EP Wealth’s tools and back-office services offers us the support we need to continue growing while providing clients with best-in-class service.”

EP Wealth Managing Director of Mergers & Acquisitions, Kyle Miller, helped facilitate the partnership between BMM and EP Wealth. “When EP Wealth explores new markets, our top priority is identifying exceptional entrepreneurs who align with our vision and values,” said Miller. “From our very first interaction with Bruce and Carey, it was clear they had the vision and dedication to make a meaningful impact in Boise and the surrounding region. We’re excited to build on that foundation and help accelerate their growth and influence in the years ahead.”

BMM is EP Wealth’s sixth partnership of 2025. Hue Partners served as the exclusive financial advisor to BMM.

Financial and legal terms of the transaction were not disclosed.

About EP Wealth Advisors

EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment advisor and financial planning firm with more than 53 offices across 18 states. Managing over $32.6 billion in assets as of March 31, 2025, EP Wealth has helped families across the country achieve their financial goals for more than 25 years. The firm, which is employee-owned, led and operated, offers a wide range of services, including financial, tax and estate planning, as well as investment management. EP Wealth is financially supported by Berkshire Partners, a leading private investment firm based in Boston. Headquartered in Torrance, California, EP Wealth is led by CEO Ryan Parker, along with Co-Founders and Managing Directors Derek Holman, CFP®, AIF®, Brian Parker, CFP® and Executive Chair Patrick Goshtigian, CFA.

For more information, visit www.epwealth.com and follow EP Wealth on LinkedIn and Facebook.

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