Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth Advisors, BMM

Editorial Staff

6 June 2025

EP Wealth Advisors, BMM
EP Wealth Advisors, an RIA, is strategically partnering with Buffington Mohr McNeal, another registered investment advisor. The latter firm is based in Boise, Idaho.

This new partnership will strengthen EP Wealth Advisors’ presence in the Intermountain West, adding nearly $900 million in assets under management. As at the end of March, EP Wealth managed more than $32.6 billion in AuM, operating in 53 offices in 18 states.

BMM was founded by Dean Buffington, Bruce Mohr and Carey McNeal in 1998.

In its statement, EP Wealth Advisors said that 11 BMM employees, including co-founders McNeal and Mohr, will join the firm.

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.

EP Wealth Advisors is headquartered in Torrance, California.