Insights

Growth Through Acquisition Buffington Mohr McNeal was acquired by EP Wealth Advisors in June 2025, indicating a strategic expansion move that may open opportunities to provide integration solutions, CRM platforms, or client management tools to support the acquisition transition and future growth.

Niche Client Focus The firm specializes in high-touch, personalized wealth and retirement planning for a diverse client base including individuals, families, trusts, and charitable organizations, suggesting a potential need for sophisticated advisory or client engagement technologies to enhance personalized service delivery.

Market Positioning As a small, independent firm managing over 500 million USD in assets and prioritizing long-term client relationships over rapid expansion, there are opportunities to offer scalable solutions that support their personalized approach while enabling sustainable growth.

Technology Utilization The company's use of various digital tools such as Facebook Pixel, LinkedIn Insight Tag, and Web Vitals indicates openness to digital marketing and analytics solutions, implying potential value in marketing automation and client digital engagement platforms.

Competitive Landscape With competitors like Charles Schwab, Fidelity, and Vanguard, strategic partnerships or value-added services that differentiate their offerings—such as advanced financial analytics, reporting, or compliance solutions—could help enhance their competitive positioning in the investment management industry.

Buffington Mohr McNeal Tech Stack

Buffington Mohr McNeal uses 8 technology products and services including Facebook Pixel, Linkedin Insight Tag, Open Graph, and more. Explore Buffington Mohr McNeal's tech stack below.

  • Facebook Pixel
    Analytics
  • Linkedin Insight Tag
    Analytics
  • Open Graph
    Content Management System
  • MooTools
    Javascript Frameworks
  • Goober
    Javascript Libraries
  • Web Vitals
    Javascript Libraries
  • YouTube
    Video Players
  • Facebook
    Widgets

Buffington Mohr McNeal's Email Address Formats

Buffington Mohr McNeal uses at least 1 format(s):
Buffington Mohr McNeal Email FormatsExamplePercentage
FLast@bmmria.comJDoe@bmmria.com
46%
First@bmmria.comJohn@bmmria.com
4%
FLast@bmmria.comJDoe@bmmria.com
46%
First@bmmria.comJohn@bmmria.com
4%

Frequently Asked Questions

Where is Buffington Mohr McNeal's headquarters located?

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Buffington Mohr McNeal's main headquarters is located at 802 West Bannock Street, Suite 100. The company has employees across 1 continents, including North America.

What is Buffington Mohr McNeal's phone number?

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You can contact Buffington Mohr McNeal's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Buffington Mohr McNeal's official website and social media links?

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Buffington Mohr McNeal's official website is bmmria.com and has social profiles on LinkedIn.

How much revenue does Buffington Mohr McNeal generate?

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As of December 2025, Buffington Mohr McNeal's annual revenue is estimated to be $1.3M.

What is Buffington Mohr McNeal's SIC code NAICS code?

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Buffington Mohr McNeal's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Buffington Mohr McNeal have currently?

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As of December 2025, Buffington Mohr McNeal has approximately 12 employees across 1 continents, including North America. Key team members include President: A. H.Partner: D. B.Fixed Income Trader, Portfolio Accounting Software Manager: A. P.. Explore Buffington Mohr McNeal's employee directory with LeadIQ.

What industry does Buffington Mohr McNeal belong to?

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Buffington Mohr McNeal operates in the Investment Management industry.

What technology does Buffington Mohr McNeal use?

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Buffington Mohr McNeal's tech stack includes Facebook PixelLinkedin Insight TagOpen GraphMooToolsGooberWeb VitalsYouTubeFacebook.

What is Buffington Mohr McNeal's email format?

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Buffington Mohr McNeal's email format typically follows the pattern of FLast@bmmria.com. Find more Buffington Mohr McNeal email formats with LeadIQ.

When was Buffington Mohr McNeal founded?

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Buffington Mohr McNeal was founded in 1998.

Buffington Mohr McNeal

Investment ManagementIdaho, United States11-50 Employees

Buffington Mohr McNeal is a fee-only registered investment advisory firm established in April of 1998 by M. Dean Buffington, Bruce R. Mohr, and  Carey H. McNeal.  We provide wealth planning, retirement planning, and investment management in a high touch environment that gives our clients a road map tailored to meet their goals. 

The three principals and our professional staff manage over $500 million in client assets for individuals, families, trusts, partnerships, foundations, charitable organizations, corporations, and public institutions.  As a small team of skilled professionals, we are each personally involved with our clients.  And we plan to keep it that way.  What does that mean to you?  You can be sure that you will always remain one of our most important clients. We are committed to long-term relationships that mature and grow, along with your assets. 

We love what we do. We enjoy working with financial matters-but we don’t consider numbers to be our business. People are our business. In fact, our best day is a day spent meeting with clients.  It is not our goal to become the biggest financial business in town. Just the best.

Section iconCompany Overview

Headquarters
802 West Bannock Street, Suite 100
Phone number
Website
bmmria.com
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
1998
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Buffington Mohr McNeal's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Buffington Mohr McNeal's revenue is estimated to be in the range of $1M$10M

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