In April of 1998, Dean Buffington, Bruce Mohr, and Carey McNeal left their respective corporate officer positions in a regional private bank holding company to start an independent registered investment advisory firm focused on private wealth management.
The firm is guided by a founding principle that successful people recognize they do not have the time, inclination, or expertise to manage their wealth alone.
Our mission is to provide a fiduciary financial advisory solution for successful, busy people who seek peace of mind in knowing their interests come first. While investment products and trends come and go, durable financial counsel stands the test of time.
Our employeed owned firm, now a team of a dozen professionals, manages over $900 million in assets for clients in multiple states.
Helping You Get What You Want Out Of Life
You want a financial advisor who is as passionate about your dreams as you are, someone who will take the time to get to know you—not as just another account but someone who connects with you. At Buffington Mohr McNeal, we build long-term relationships by working one-on-one with you to help you discover and define your personal goals, and then we help you devise a plan to make sure you achieve everything you want. You get an experienced professional who understands the financial markets. And because we are a local advisory firm independent of any of the Wall Street giants, you receive personal attention from a professional dedicated to a meaningful long-term relationship with you. You can rely on us to provide you with unbiased advice and straightforward answers on questions surrounding:
- Financial planning
- Education planning
- Retirement planning
- Estate planning