Clearview team sought added support and capabilities for the clients they serve across the West Coast

EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment advisor (RIA), today announced the acquisition of Clearview Wealth Advisors, LLC (“Clearview”), 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 that enhance the experience they provide their clients.

Clearview Advisors is comprised of 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. Joining EP Wealth gives the team broader resources while allowing them to continue delivering the personal, relationship-driven guidance that reflects their clients' values.

“As our clients’ financial needs grew more layered, we saw the value in having more specialists support the planning work we do,” said Michael. “Partnering with EP lets us bring added expertise and capabilities to the table while preserving the level of attention and care that has always defined our approach. It’s the best of both worlds.”

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.

“We’re pleased to welcome Michael and Corbin to the Phoenix team,” said Steve Beals, EP Wealth’s Mountain/Central Divisional Leader. “Their thoughtful approach to working with clients aligns naturally with how our advisors serve people throughout the region. They bring a genuine commitment to doing what’s right for those who rely on them to attain short- and long-term financial goals.”

“Clearview has built strong, planning-led relationships we want every EP client to experience,” said Ryan Parker, CEO of EP Wealth. “Bringing their team into our Phoenix region allows us to surround their clients with deeper resources while keeping advice personal, local and aligned with the values that matter most to the families they serve.”

This marks EP Wealth’s ninth strategic partnership of 2025, reflecting the firm’s commitment to expanding its ability to support more clients across the United States.

Financial and legal terms of the transaction were not disclosed.

About EP Wealth Advisors

EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment advisor and financial planning firm with more than 61 offices across 22 states. Managing over $40.5 billion in assets as of September 30, 2025, EP Wealth has helped families across the country achieve their financial goals for more than 25 years. The firm offers a wide range of services, including financial, tax and estate planning, as well as investment management. EP Wealth is financially supported by Berkshire Partners and Ares Management. Headquartered in Torrance, California, EP Wealth is led by Chairman & CEO Ryan Parker, along with Co-Founders and Managing Directors Derek Holman, CFP®, AIF®, and Brian Parker, CFP®.

For more information, visit www.epwealth.com and follow EP Wealth on LinkedIn and Facebook.

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