Carey McNeal
Buffington Mohr McNeal
Wealth Manager Advisor
Carey McNeal
Buffington Mohr McNeal
Wealth Manager Advisor
As a fee-only wealth manager, our focus is to offer unbiased financial advice to help you achieve your life goals. - Carey McNeal
Fee-Only financial planner located in Boise, ID, serving clients locally and across the country
Carey McNeal is a Boise, ID fee-only financial planner. Buffington Mohr McNeal provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Carey McNeal is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Carey McNeal has more than 30 years of experience with the complex aspects of investment management and financial planning. He provides clients with comprehensive financial advisory services, including portfolio analysis and retirement planning.
Prior to co-founding Buffington Mohr McNeal, he held positions in investment brokerage with Robert W. Baird & Co., First Security Investor Services, and First Security Bank Private Client Services (now Wells Fargo Bank)
EDUCATION & PROFESSIONAL AFFILIATIONS:
Bachelor of Business Administration, College of Business and Economics, Boise State University.
Registered Financial Advisor (NAPFA) National Association of Professional Financial Advisors.
Member and Past Board Public Relations Chairperson for (FPA) The Financial Planning Association.
Charter Member of The Southwest Idaho Planned Giving Council
PERSONAL & CIVIC AFFILIATIONS:
Current board member for The Idaho Shakespeare Festival Foundation, Inc.
Member of the Boise Downtown Rotary Club.
Past Secretary for The Greater Boise Rotary Foundation, Inc.
Past President of Big Brothers Big Sisters of Southwest Idaho
Past Regional President and National Board Member for Big Brothers Big Sisters of America.
Past Board President for Family Advocates, Inc.
Carey and his wife Daphne have five children ranging in age from 15 to 28 plus two special Bernadoodle pups named Junie B and Ginger. Together they enjoy advocating the individual pursuits of their children, Sunday family dinners, golf, tennis, and international travel.
Carey McNeal is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
It's difficult to put a label on what we do. We are more than just a money manager, more than an advisor. You could think of us as chairman of your personal board of directors. Our clients charge us with the privilege and responsibility of managing their entire financial strategy. Families appoint us to give the same attention to their money as they would themselves, putting both day-to-day transactions and long-term investments in our care.
What's unique about this? First, it means our clients really trust us. We've proven to them that we really do what we say we can do.
Also, we focus on every aspect of personal finance: investments, trusts, insurance, income, assets, taxes- not just one or two. Why? Because most people don't have the time, expertise, or desire to piecemeal these important segments together. They want to know that every financial tool available is being synchronized to achieve the best results possible. And so do we.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Carey McNeal is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Carey McNeal is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Carey McNeal
Office Locations:
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802 W Bannock St
Suite 100
Boise, ID 83702
