All 3D Wealth Management advisors named among Forbes Best-in-State Financial Security Professionals
October 1, 2026
Each of 3D Wealth Management’s four advisors have been recognized by Forbes as Best-in-State Top Financial Security Professionals. This is particularly relevant because as the economic environment evolves, insurance, annuity and other planning strategies are becoming critical tools for families determined to protect what they’ve built and transfer it on their own terms.
The ensemble-based advisory firm, which primarily serves clients throughout the Upstate of South Carolina, received the accolade this summer. The four advisors who lead the firm – Don Clardy, Joe Funderburk, Nick Walker and Jon Youatt – have more than 60 years of combined tenure with Northwestern Mutual.
3D Wealth Management focuses on high-net-worth families and business owners, providing comprehensive financial planning that includes investment management, estate planning coordination and succession planning. The firm has also begun working more closely with the children of existing clients, helping the next generation build financial plans and manage inherited or growing wealth.
“We pride ourselves on delivering clients strategic, comprehensive financial guidance through every life stage,” said Jon Youatt, wealth management advisor at 3D Wealth Management. “This Forbes recognition represents that trusted partnership that we value so much.”
About 3D Wealth Management
3D Wealth Management is a full-service wealth management firm partnered with Northwestern Mutual’s Private Client Group, delivering tailored financial planning, retirement distribution planning, and wealth management solutions. With offices in Greenville, SC, the firm combines deep local roots with broad expertise to serve a diverse client base.
Members of 3D Wealth Management use 3D Wealth Management as a marketing name for doing business as representatives of Northwestern Mutual. Northwestern Mutual Private Client Group is a select group of NM advisors and representatives. 3D Wealth Management and Northwestern Mutual Private Client Group are not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity. To view detailed disclosures regarding individual representatives, view their information at www.3dwm.nm.com.
About Northwestern Mutual
Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what’s most important. With nearly $700 billion of total assets being managed across the company’s institutional portfolio as well as retail investment client portfolios, more than $38 billion in revenues, nearly $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 110 on the 2024 FORTUNE® 500 and was recognized by FORTUNE as one of the “World’s Most Admired” life insurance companies in 2025.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance). Not all Northwestern Mutual representatives are advisors. Only those representatives with “Advisor” in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.
Forbes Top Financial Security Professionals (July 2026), based upon data as of December 30 the previous year. Research & ranking provided by SHOOK® Research, LLC. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
Includes investments and separate account assets of Northwestern Mutual as well as retail investment client assets held or managed by Northwestern Mutual.
