EP Wealth Advisors has acquired Clearview Wealth Advisors, adding $218m in assets under management in Phoenix. The move enhances client experience with extended planning, tax, and investment resources. The Clearview team, led by Michael and Corbin Coursey, will join EP Wealth’s Phoenix operations. This marks EP Wealth’s ninth partnership in 2025, expanding its presence across the US. The financial and legal aspects of the deal remain undisclosed.

Read more at Yahoo Finance.: EP Wealth acquires Clearview Wealth Advisors