3D Wealth Management Partners combine 60+ years of experience to guide clients to long term financial security

New ensemble within the Greenville office of Northwestern Mutual focuses on optimizing asset growth through a diversified approach

3D Wealth Management is committed to serving a growing portfolio of almost 2,000 clients with a truly personal, needs-based approach to financial planning. Led by partners Don Clardy, Joe Funderburk, Nick Walker and Jon Youatt, the team brings decades of experience in providing integrated, multi-dimensional planning with deep specialization in investment management, risk protection, tax efficiency, and legacy planning.

The firm’s planning philosophy is anchored in “three-dimensional planning”—a framework that builds a strong foundation of risk management, a disciplined investment strategy, and a tailored plan for distribution and legacy. The partners each bring an analytical perspective and laid-back personality to their client relationships and frequently earn praise for their ability to educate clients on investment options. Their years of experience and diverse professional backgrounds bring a unique understanding to various client needs.

“Our greatest impact comes from helping people feel confident and in control of their financial future,” said Joe Funderburk. “That confidence creates ripple effects—not just for our clients, but for their families and the communities they invest in.”

Although the office is based in Greenville, the collective client roster extends across the Upstate and into 24 other states. The four advisors and their support team of seven oversee $1.5 billion in investments and insurance assets under advisement.

“We built this firm to expand our capabilities, better support our clients, and create a legacy structure that lasts,” says Jon Youatt. “Each partner brings a unique background—and by working as a team, we help deliver deeper expertise and continuity across every stage of a client’s financial life.”

As longtime residents of the Upstate, the 3D Wealth Management team is deeply committed to community involvement, volunteering with local nonprofits, universities, and youth organizations.

Partner Profiles
Don Clardy, CFP®, ChSNC®, MBA, LL.M., J.D.
A former estate and business attorney, Don manages a significant investment business and also has skills for complex estate strategies, business succession, and special needs planning. His legal background brings critical depth to high net worth and multi-generational client needs.

Joe Funderburk, CFP®, CLU®
Known for his ability to demystify financial concepts, Joe works closely with clients to build disciplined, goals-based investment portfolios.

Nick Walker, CFP®, RICP®
With roots in engineering and entrepreneurship, Nick helps business owners and professionals comprehensively integrate insurance and investment strategy with tax-efficient retirement planning. His practical, analytical style resonates with clients who are ready to make decisions to move forward.

Jon Youatt, CFP®, CLU®
Jon focuses on delivering comprehensive financial planning and portfolio oversight. His work often involves long-term planning for families who seek to balance today’s needs with future legacy goals.

For more information about the 3D Wealth Management team and service offering, please visit 3dwm.nm.com.