EP Wealth Advisors

When we made the decision to move to EP Wealth Advisors, it was after a great deal of thought and some excellent referrals. From our initial meeting through the development of our personalized investment strategy, Dan Potter and Carey McNeal have impressed us with their straightforward approach, experience, knowledge, responsiveness, and efficiency.
We may not be a particularly big client, but we are always made to feel respected, valued, and that our needs are important. And, on top of all that, we have been very pleased with the performance of our investment portfolio.
Thanks Dan & Carey!

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

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