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EP Wealth Advisors acquires RIA firm Buffington Mohr McNeal

Summary by Private Banker International
EP Wealth Advisors, a registered investment advisor (RIA), has announced a strategic acquisition of Buffington Mohr McNeal (BMM), an RIA firm based in Boise, Idaho. This deal strengthens EP Wealth’s presence in the Intermountain West region of the US, adding nearly $900m in assets under management. EP Wealth CEO Ryan Parker said: “When EP Wealth establishes a new region, the most important criterion is to partner with entrepreneurs who share our…
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Private Banker International broke the news in on Friday, June 6, 2025.
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