Acquisition Tie-in Buffington Mohr McNeal was recently acquired by EP Wealth Advisors, signaling a potential opportunity to align with a larger platform and leverage integrated wealth management capabilities, scalable services, and expanded geographic reach.

Asset Base Currently managing over 500 million in client assets; a substantial book that may benefit from enhanced technology, expanded product offerings, and cross-sell opportunities within a larger advisor network.

Technology Stack Utilizes a modern tech stack including Salesforce, HubSpot, Microsoft 365 and analytics tools, suggesting openness to vendor partnerships, client experience improvements, and data-driven advisory enhancements.

Boutique Advantage Small team feel with personalized service differentiates from mega-firms, presenting a sales angle around high-touch, customizable financial planning, retirement planning, and family wealth strategies for high-net-worth clients.

Market Position Revenue in the one-to-ten million range and mid-sized employee count indicate potential for scalable solutions from a regional or national RIAs, including compliance, marketing, and practice management support to support growth post-acquisition.