Announced

EP Wealth Advisors to acquire Buffington Mohr McNeal.

Synopsis

EP Wealth Advisors, an investment advisor, agreed to acquire Buffington Mohr McNeal, a wealth management firm. Financial terms were not disclosed. “When EP Wealth establishes a new region, the most important criterion is to partner with entrepreneurs who share our client-centric, talent-based mindset. For nearly 30 years, BMM has put their clients’ needs first and created a culture that rewards long-term career development. As their team joins our nationwide family, we will build on that legacy to create even more successes in the years ahead,” Ryan Parker, EP Wealth CEO.

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