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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.
Designations | Minimum asset threshold |
Registered Investment Advisor | N/A |
Firm CRD Number | Number of advisors |
109361 | 10 |