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Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

Jeffrey DeHaan Earns Recognition as a 2026 Top Advisor by InvestmentNews

March 5, 2026

Hoffman Estates, IL – Jeff DeHaan, CFP®, Earns Distinguished Recognition as a 2026 Top Advisor by InvestmentNews.

Following a year characterized by market volatility, economic adjustment, and heightened uncertainty across the wealth management landscape, Jeffrey DeHaan, CFP®, has been named among the industry’s leading financial professionals in the 2026 InvestmentNews Top Advisors special report.

The Top Advisors report from InvestmentNews highlights leading financial professionals who have demonstrated strong growth in Assets Under Management (AUM) and client relationships, while continuing to guide clients through an increasingly complex and shifting market environment.

This year’s honorees represent a distinguished group of advisors recognized not only for performance but also for their ability to adapt to evolving client needs and expectations. As economic conditions and global dynamics remain fluid, advisors are being called upon to provide both strategic insight and steady, personalized guidance.

In his interview with InvestmentNews, DeHaan underscored the importance of taking a thoughtful, comprehensive approach to advising. He noted that meaningful guidance comes from deeply understanding the full scope of a client’s financial world, allowing advisors to deliver recommendations based on context rather than convenience. By prioritizing the right answer over the easy one, DeHaan emphasized that advisors can help clients stay focused on what matters most and improve their chances of long-term success.

Jeffrey attributes this recognition to the strength of his team and their shared commitment to delivering a high level of client service. He notes that clear communication and an understanding of the emotional side of wealth management remain key differentiators in today’s environment.

Being named a 2026 Top Advisor marks another meaningful milestone in Jeffrey DeHaan’s career, underscoring his dedication to excellence and his commitment to helping clients navigate uncertainty with confidence.

About Jeffrey DeHaan:

Jeffrey DeHaan, CFP®, is the Managing Partner of the Private Wealth Management practice at Clearwater Capital Partners. Jeff is also a voting member of the firm’s Investment Policy Committee, where his insights and perspectives help shape Clearwater Capital’s investment strategies. As Clearwater Capital’s longest-tenured employee, Jeff works primarily with a select group of successful business owners and professionals, along with their families, to achieve their unique visions of their financial futures. Focusing on the interdependence between portfolio management, retirement planning, gift planning, estate planning, and risk management, Jeff endeavors to give his clients a clear path to their goals and a solid framework for decision-making.

Learn more about Jeff here.

About InvestmentNews Top Advisors 2026 Recognition:

To compile the Top Advisors list, InvestmentNews first solicited nominations from advisors, industry professionals, and clients. Only advisors nominated were eligible for the list. All information on the nominees had to be verified by their compliance team before it could be accepted. The final list was determined based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth. The InvestmentNews team assigned a ranking to each advisor in each category and then calculated a combined score to determine the advisor’s final placement on the 2026 Top Advisors list.

About Clearwater Capital Partners:

Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA). The firm provides Multi Family Office and comprehensive wealth management services to successful individuals and families through their Private Wealth Management practice. The firm’s Institutional group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA-governed retirement plans. https://www.ccpwealth.com/

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