Buffington Mohr McNeal
Finance · Idaho, United States · 1-10 Employees
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Overview
Headquarters
802 W Bannock St Ste 100, Boise, Idaho, ...Phone Number
(208) 338-5551Website
www.bmmria.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
1
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2
About Buffington Mohr McNeal
Buffington Mohr McNeal, currently in its 25th year as an independent, employee owned, and managed wealth management firm, provides wealth planning, retirement planning, and investment management in a high touch environment delivering clients a roadmap tailored to meet their financial goals. The firm's clients are busy balancing career and family and depend on their advisory team to provide clarity and process for making wise and informed financial decisions. Buffington Mohr McNeal was recognized by Citywire as the fastest growing RIA in Idaho in 2020 and 2021.Explore more
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Buffington Mohr McNeal News & Media
Buffington Mohr McNeal Welcomes Ali Dang, CFA to Advisory Team
BOISE, Idaho--(BUSINESS WIRE)--Buffington Mohr McNeal, an Idaho based Wealth Management Firm, welcomes Ali Dang, CFA as their newest Portfolio Manager and Wealth Management Advisor to start on March 13, 2023. Ali was formerly a Fixed Income Portfolio Manager with J.P. Morgan in their New York and London locations. “Ali brings in-depth technical knowledge, exemplary communication skills, and the ability to build and maintain strong relationships,” said Carey McNeal, Partner at Buffington Mohr McBuffington Mohr McNeal Welcomes Dan Potter to Advisory Team
BOISE, Idaho--(BUSINESS WIRE)--Buffington Mohr McNeal, a Boise based Wealth Management Firm, welcomes Dan Potter as their newest Wealth Management Advisor to start on July 1, 2022. Dan was formerly the Head Men’s Golf Coach at Boise State University and brings prior institutional financial advisory experience as a Senior Vice President for Griffin Capital Securities, LLC in Northern California from 2006-2012. “Dan brings in-depth technical knowledge, exemplary communication skills, and the abil
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Buffington Mohr McNeal, currently in its 25th year as an independent, employee owned, and managed wealth management firm, provides wealth planning, retirement planning, and investment management in a high touch environment delivering clients a roadmap tailored to meet their financial goals. The firm's clients are busy balancing career and family an... Read More
