Updated October 23, 2023
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Buffington Mohr McNeal

Investment Advisor Firm
Total assets under management$783M
Years in business26+

About Buffington Mohr McNeal

Buffington Mohr McNeal is a client-focused, fee-only registered investment advisory firm founded in 1998 by M. Dean Buffington, Bruce R. Mohr, and Carey H. McNeal. Their team, consisting of skilled professionals, personally engages with clients, emphasizing long-term, enduring relationships.

At the heart of their practice is a commitment to people, not just numbers. While their expertise lies in financial matters, they view their business as centered on individuals. They believe in delivering the highest quality of service rather than becoming the biggest in the industry.

With a robust financial planning process and a focus on creating personalized portfolios, they aim to provide financial clarity and direction to clients, helping them build on their success. The firm's enduring vision is to be there for clients, allowing them to concentrate on their lives while their financial well-being is expertly managed.

If you seek a prosperous partnership for your lifetime and beyond, Buffington Mohr McNeal invites you to reach out for a complimentary initial consultation to explore how they can help you shape your financial future.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Management
  2. Financial Planning

More about Buffington Mohr McNeal

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
10936110

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Pricing options

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