Forbes 2024 List of America’s Top RIA Firms
October 8, 2024 - Stack Financial Management (SFM) has been named to Forbes 2024 list of “America’s Top RIA Firms.”
2024 CNBC Financial Advisor 100
SFM Climbs to #57 on 2024 CNBC "Financial Advisor 100." The CNBC FA 100 recognizes the "top advisory firms that best help clients successfully navigate their financial lives."
2024 Barron’s Top 100 Independent Advisors
SFM Celebrates 17 Years of Recognition on Barron’s “Top 100 Independent Advisors” List. This reaffirms our Team's unwavering commitment to their clients.
Barron’s Top 1200 Financial Advisors
Jim Stack was selected from this prestigious list of 1200 advisors for a feature interview with Greg Bartalos.
Forbes “Top Women Wealth Advisors Best-in-State”
We are excited to share that Annell Danczyk has been named to Forbes 2024 list of “Top Women Wealth Advisors Best-in-State.”
CNBC Financial Advisor 100
Stack Financial Management (SFM) of Whitefish, Montana has been ranked #72 in the 2023 CNBC Financial Advisor 100.
Safety First: In Your Portfolio and Beyond
Our team prioritizes your security and recognizes the importance of partnering with you in a commitment to safety.
Trail Maintenance Day
Last week, Stack Financial Management and InvesTech Research employees took part in a trail maintenance day on the Whitefish Trails System.
Webcam
Looking north from our conference room, we have an incredible view of Big Mountain, weather permitting. Below are some of the more beautiful images that we have captured of Big…
‘Tis The Season
As we approach the holiday season each year, we always feel that it is important to take time to reflect on the things that provide us with a tremendous sense…