Buffington Mohr McNeal

Overview

The legal entity TBFM, LLP does business as Buffington Mohr McNeal.¹ The firm is based in Boise, Idaho.¹ It provides investment advisory services and financial planning services.¹ BMM states that it is independently owned and operated and is not affiliated with Schwab or Fidelity.¹

History

BMM began conducting business in 1998.¹ Carey H. McNeal joined the company in 1998, Andrea Puopolo joined in 2000, and Tyler Lang joined in 2006.¹ Steve Kovach joined in 2016, Joseph Eiguren and Ryan Malone joined in 2020, Ali Dang joined in 2023, and Daniel D. Potter has held his portfolio manager role since July 2022.¹

Timeline

1. 1998BMM began conducting business in 1998.
2. 2016Steve Kovach joined in 2016, Joseph Eiguren and Ryan Malone joined in 2020, Ali Dang joined in 2023, and Daniel D.
3. 2022Potter has held his portfolio manager role since July 2022.

Leadership

Bruce R. Mohr is identified as Compliance Officer.¹ His responsibilities include employee supervision, client communications, and compliance monitoring and testing.¹

The firm identifies Bruce R. Mohr, Carey H. McNeal, Tyler Lang, Steve Kovach, Andrea Puopolo, Joseph Eiguren, Ryan Malone, Ali Dang, and Daniel D. Potter as portfolio managers.¹ Carey H. McNeal is listed as a Portfolio Manager who studied marketing at Boise State University.¹ Tyler Lang is listed as a Portfolio Manager with degrees in finance and accounting from the University of Idaho.¹ Steve Kovach is listed as a Portfolio Manager and has been identified as a CFP® since 2013.¹ Andrea Puopolo is listed as a Portfolio Manager with a degree from the University of Nevada.¹ Joseph Eiguren is listed as a Portfolio Manager with prior roles at Tolsma USA and Idaho Independent Bank.¹ Ryan Malone is listed as a Portfolio Manager who previously served as Division Investment Director at U.S. Bank.¹ Ali Dang is listed as a Portfolio Manager and has been a CFA Charterholder since 2019.¹

Services

BMM offers personalized discretionary portfolio management.¹ The firm states that it generally monitors client accounts and investments on an ongoing basis.¹ Investment products available through Financial Professionals include stocks, bonds, mutual funds, and exchange traded funds.¹

Its financial planning work covers personal records, budgeting, personal liability, estate information, and financial goals.¹ Planning analysis includes tax and cash flow, investments, insurance, retirement, death and disability, and estate matters.¹ The firm also provides general non securities advice on business planning.¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Risk and insurance
• Retirement planning

Client focus

BMM lists individuals other than high net worth individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, corporations or other businesses, and state or municipal government entities among its client types.¹

Investment philosophy and approach

The firm describes its investment analysis as including fundamental, technical, quantitative, and qualitative analysis.¹ It also lists asset allocation analysis and mutual fund and exchange traded fund analysis.¹

BMM describes core equity and core fixed portfolios as its core investment strategies.¹ The firm says individually tailored portfolio mixes are available through asset allocation.¹

Assets and fees

Regulatory assets under management totaled $1,050,218,121 as of December 31, 2024.¹ Of that amount, $1,030,495,767 was managed on a discretionary basis and $19,722,354 was managed on a non discretionary basis.¹

The stated investment management fee schedule is 1.00 percent for assets from $0 to $2 million and 0.50 percent for assets above $2 million.¹ These fees are billed quarterly in advance.¹ Financial planning fees are fixed fees, typically $2,500, depending on the client arrangement and planning complexity.¹

FAQs

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Sources

1. Buffington Mohr McNeal Form ADV Part 2A and 2B with CRS , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.