EP Wealth Idaho Acquisition | $900M Buffington Mohr McNeal
EP Wealth Advisors boldly expands into Idaho,acquiring Buffington Mohr McNeal and instantly adding nearly $900 million in assets under management. This strategic move establishes EP Wealth’s presence in the Intermountain West, solidifying its commitment to extensive wealth management services. The BMM acquisition, a key element of EP Wealth’s ambitious national expansion strategy, marks its sixth acquisition in 2025. News Directory 3 is following the story closely. Learn how this notable deal broadens EP Wealth’s reach and impacts its future. Discover what’s next for this growing financial powerhouse.
EP Wealth Expands into Idaho with Buffington Mohr McNeal Acquisition
Updated June 11, 2025
EP Wealth Advisors, a registered investment advisor based in Torrance, california, has acquired Buffington Mohr McNeal (BMM), a Boise, Idaho-based firm. The acquisition of BMM, which manages approximately $900 million in client assets, allows EP Wealth to establish a presence in the Intermountain West and create a new regional hub as part of its national expansion strategy. This strategic move enhances EP Wealth’s wealth management services and expands its reach.
BMM was founded in 1998 by Dean Buffington, Bruce Mohr, and Carey McNeal. the acquisition brings Mohr and McNeal, along with a team of 11 professionals, to EP Wealth. The move underscores EP Wealth’s commitment to partnering with established firms to broaden its service offerings and geographic footprint in the competitive financial advisory landscape.
Ryan Parker, CEO of EP Wealth, emphasized the importance of partnering with like-minded entrepreneurs. “When EP Wealth establishes a new region, the most vital criterion is to partner with entrepreneurs who share our client-centric, talent-based mindset,” Parker said.
This acquisition marks EP Wealth’s sixth in 2025. Earlier this year, EP Wealth added NBS Financial Services in California ($230 million in assets under management), 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). These acquisitions reflect EP Wealth’s aggressive growth strategy and its focus on expanding its wealth management capabilities across the country.
As of March 31, 2025, EP Wealth Advisors manages over $32.6 billion in assets across more than 53 offices in 18 states. The financial details of the BMM acquisition were not disclosed. The company continues to seek strategic partnerships to further enhance its service offerings and market presence in the financial advisory sector.
What’s next
With the addition of Buffington Mohr McNeal, EP Wealth is poised to further expand its presence in the Intermountain West, offering complete financial planning and investment management services to a broader client base. The firm will continue to seek strategic opportunities for growth and expansion in key markets across the United States.