EP Wealth Advisors, a fee-only registered investment adviser (RIA), has announced the acquisition of Clearview Wealth Advisors, a planning-focused firm serving clients across the Pacific Northwest and the Phoenix metropolitan area. Through this partnership, the Clearview team will join EP Wealth’s Phoenix region, adding nearly $218 million in assets under management (AUM). The firm gains access to EP’s expanded planning, tax and investment resources.
Clearview Advisors comprises the father-and-son team of Michael and Corbin Coursey. The Courseys recently relocated to Phoenix to deepen their ability to serve a diverse and growing client base in a dynamic market.
The Clearview team will integrate with EP Wealth’s Phoenix region under regional directors M.J. Nodilo and Adrian Larson, joining a collaborative advisory group focused on service and long-term client relationships.
This marks EP Wealth’s ninth strategic partnership of 2025. Financial and legal te
