On June 4, 2025, EP Wealth Advisors announced its acquisition of Buffington Mohr McNeal.
EP Wealth Advisors (“EP”) announced on June 4, 2025, that it acquired Buffington Mohr McNeal (“BMM”). Under the terms of the transaction, BMM will bring 11 employees, including founders Carey McNeal and Bruce Mohr, to EP. Further terms of the deal were not disclosed.
EP, based in Torrance, California, is a fee-only registered investment advisor and financial planning firm backed by private equity firms Berkshire Partners and Wealth Partners Capital Group. As of March 2025, EP managed approximately $32.6 billion in assets.
BMM, based in Boise, Idaho, is a wealth management firm specializing in personalized financial planning. BMM has approximately $900 million in assets under management.
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