09/11/2026
💡NEW Member Spotlight💡
ClearView Wealth Management Brings Team-Based Strategy to Oxford
In a field often defined by individual advisors, ClearView Wealth Management takes a different approach, one built on collaboration, long-term planning, and deep local roots. Helping clients navigate retirement with confidence is at the heart of the firm’s mission.
“Our focus is on financial planning and providing you with a clear plan of where you’re going,” said founder Jason Murphy. “We call it your ClearPath - where you’re at and where you’re going to finish.”
That philosophy guides everything the firm does. ClearView specializes in retirement and income planning, tax-efficient investment strategies, insurance, and education planning, all tailored to each client’s unique needs.
"We're providing the services and guidance needed to help clients navigate retirement with confidence," Murphy explained.
Rather than a one-time consultation, the firm emphasizes an ongoing, structured process. Clients typically meet with the team three times each year, beginning with a comprehensive financial review, followed by a tax-focused planning session after filing season, and concluding with year-end implementation.
“We map out that strategy, and then we do our implementation in October,” Murphy said. “That way anything that may have affected your tax return throughout the course of the year has already been addressed.”
This initiative-taking approach helps clients stay ahead of potential tax implications and make informed financial decisions throughout the year.
Supporting this process is a team of advisors with decades of combined experience and diverse industry backgrounds. Advisors Jason Murphy, Eric Birch, Christine Paul, Jeff Lovett, and Jonathan Suzio, alongside service support Laura Tyrell and Cate Corbeille,
each bring specialized knowledge and expertise to the table.
“The biggest thing that differentiates us from many advisory firms is that we are not a solo-practitioner office,” Murphy said. “What you get is the wealth of experience. It is not just the information that I know, it is what we all know collectively.”
That collaborative model allows the firm to draw upon a broad range of expertise and reflects the team's shared industry background; with several members having previously worked at J.P. Morgan, Nationwide, and other major financial institutions.
“We keep a pulse on what's happening across the wealth management industry, and we bring those insights to our clients,” Murphy said. For clients, this means access to multiple perspectives and a broader range of experience when making important
financial decisions.
ClearView advisors operate as a fiduciary, meaning they are legally and ethically committed to acting in clients’ best interests. Every plan is customized, with no one-size-fits-all portfolios. “No client is getting the same portfolio or the same plan,” the team emphasized. “It’s very much tailored to each client’s goals and situation.”
As the firm continues to grow, its commitment to Oxford remains a priority. Murphy himself has more than two decades of ties to the area. “I've had roots in Oxford for over 20 years,” he said. “We are not going anywhere.”
Conveniently located near downtown, the office serves as a welcoming space for clients and the community, with plans for educational seminars, community events, and client appreciation gatherings.
Whether helping clients prepare for retirement, navigate tax decisions, or build long-term wealth, ClearView Wealth Management's goal remains the same: providing personalized guidance and a clear path toward financial confidence.
To learn more about services or schedule a consultation, contact ClearView Wealth Management at 248.341.1249 or visit https://www.clearviewwealthusa.com for additional details and upcoming events.
