Services Offered

Wealth Management

Comprehensive financial planning and investment management tailored to your goals.

Investment Advisory

Personalized investment strategies designed to maximize returns and manage risk.

Retirement Planning

Expert guidance on retirement savings, income planning, and long-term financial security.

Estate Planning

Assistance with estate strategies, trusts, and legacy planning to protect your assets.

Tax Planning

Integrated tax-efficient strategies to optimize your financial portfolio and minimize liabilities.

Financial Consultation

One-on-one advisory sessions to address questions and develop customized financial plans.

Reviews

5(2 reviews)

D

Dominic Shelden

via Google

about 1 year ago

Have been incredibly happy as a client of Buffington Mohr McNeal. I'm fortunate to work with Dan Potter. He's present to answer any question I may have, and my returns have been fantastic. Cannot recommend Dan and BMM enough

K

ken beaudreau

via Google

about 5 years ago

These invesment advisors are world class. They learned from the best teacher. Dean Buffington was a legend in idaho. We will miss him and honor his memory. I have trusted Tyler with our investments and he has exceeded our expectations. Great people in a great firm. RIP Dean

EW

EP Wealth Advisors

Name: EP Wealth Advisors
Address: 802 West Bannock Street, Boise, ID, 83702, US
Telephone: (208) 338-5551
Price range: $$$
Rating: 5

Your trusted partner for personalized financial planning and investment success in Boise.

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$$$

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About EP Wealth Advisors

EP Wealth Advisors in Boise is a premier financial advisory firm dedicated to helping individuals and families achieve their financial goals. With a team of experienced advisors like Dan Potter and Tyler, we provide comprehensive wealth management, investment strategies, and personalized financial planning. Our client-focused approach, backed by a legacy of excellence from Dean Buffington, ensures exceptional service and fantastic returns. We are committed to building lasting relationships and delivering world-class financial advice to the Boise community.