Portfolio Growth & Capital Preservation

The foundation of Stack Financial Management’s investment philosophy is a belief that portfolio construction must be based on a thorough assessment of market risk. With careful attention to the historical forces that move the market, Stack Financial Management utilizes a “safety-first” approach to investment management that is designed to strike the balance between participation and downside protection.

Learn More About SFM’s Active Approach to Risk Management




We are a team of seasoned investment professionals dedicated to providing our unique brand of “safety-first” investment management with an unmatched and personal service experience.  We are committed to achieving the highest standard of honesty, integrity, trust, and excellence in everything we do.

Our ultimate goal is to give our clients increased peace of mind knowing that their assets are being actively managed in a manner focused on reducing downside risk and volatility.  We aim to provide an opportunity for strong protection in down markets and competitive returns in up markets.

Stack Financial Management (SFM) is privately-owned and independent.  Our client-centric focus and disciplined approach to active risk management define our business.  As a client you are treated as family, and as fiduciaries, we act in your best interest 100% of the time.

  • 1994

    Year that Stack Financial Management was founded


  • $1.4 Billion

    Assets Under Management (AUM)




  • 763

    Client Households currently served




  • 48

    States represented by clients


  • 12

    Times named to Barron’s “Top 100 Independent Wealth Advisors” (Disclosure Statement)

Learn How SFM Can Help You

Please take a moment and explore our website to learn more about our firm, its origins, our culture, and why we believe that we are different from many of the other Investments Advisor firms.

Located in beautiful northwest Montana, Stack Financial Management is far from Wall Street, but has earned a reputation as one of America’s premier investment advisors. 

We always enjoy the opportunity to meet with our clients and any prospective clients interested in our services.  If your travel plans bring you to Whitefish, Montana, we invite you to stop by to meet our dedicated team and take a tour of our office.  We ask that you please call or e-mail us prior to your arrival to schedule an appointment.

Barron's Financial Advisors Hall of Fame

Stack Financial Management has been named to the Barron’s 2019 Hall of Fame!

According to Barron’s, the Hall of Fame is an award honoring a group of advisors who exemplify long-term success and commitment to their clients. Each member of the Hall of Fame has appeared in 10 or more of Barron’s annual Top 100 Advisor rankings. Click here to read the full article.

Contact Us


625 Wisconsin Ave
Whitefish, MT 59937


(800) 790-5001
(406) 862-8000

Business Hours

Mon-Fri 7:30 AM - 5:00 PM MT

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