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Clarity Financial Planning Group Recognized on Forbes’ 2026 Best-in-State Wealth Management Teams List
Local Northwestern Mutual Private Client Group Makes List for Third Consecutive Year
Northwestern Mutual Eastern Pennsylvania recently announced that Clarity Financial Planning Group has been named to Forbes’ prestigious 2026 Best-in-State Wealth Management Teams list, marking the team’s third consecutive year receiving this recognition. The accolade reflects Clarity Financial Planning Group’s continued commitment to guiding clients throughout Pennsylvania with comprehensive, long-term financial planning. The firm’s team includes partners Richard Brown, Nicholas Kemp Jr., Andrew Schultz and Steve Eberbach.
Developed in partnership with SHOOK Research, this list evaluates teams based on a range of key performance indicators, such as total revenue, team size, assets under management and other quantitative metrics. A variety of qualitative factors are considered as well, including in-person interviews, service models and advisors' expertise.
“This recognition is especially important to our firm as it reflects our belief that an inter-generational wealth management team promotes success for our clients and their families long-term,” said Steve Eberbach, partner and wealth management advisor at Clarity Financial Planning Group. “We work every day to help clients make informed decisions, navigate complexity and pursue their goals with confidence.”
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A growing number of Northwestern Mutual’s financial professionals are earning national acclaim for their performance and dedication to client outcomes. In the past year alone, more than 800 Northwestern Mutual advisors and teams appeared on prominent rankings published by organizations such as Forbes and Barron’s.
About Northwestern Mutual
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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 assetsi 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 109 on the 2025 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 Best-In-State Wealth Management Teams (January 2026, 2025, 2024), based upon data as of 3/31 of the preceding 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.
Members of Clarity Financial Planning Group use Clarity Financial Planning Group 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. Clarity Financial Planning Group 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 http://cfpg.nm.com/
iIncludes investments and separate account assets of Northwestern Mutual as well as retail investment client assets held or managed by Northwestern Mutual.