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Stack Financial Management
625 Wisconsin Avenue
Whitefish, MT 59937
Toll Free: 800-790-5001
Fax: 800-798-6889
E-mail Us


Career Opportunities

Stack Financial Management is not your typical investment management firm. Nestled on the shores of Whitefish Lake in beautiful northwest Montana, just 40 minutes from Glacier National Park, SFM is far from Wall Street, yet has earned a reputation as one of America's premier investment advisors.

At SFM, we strive to provide exceptional portfolio management services to our clients based on an objective, safety-first investment strategy focused on risk management. Our team is comprised of financial professionals who thrive in a high-energy, fast-paced culture of excellence and teamwork.

Openings at Stack Financial Management:

Client Services Professional

Client Portfolio Advisor

Openings with our affiliated company, InvesTech Research:

Senior Market Analyst

Whitefish Living:

We urge you to visit the following websites to discover just a few of the cultural, recreational, and lifestyle opportunities available in Whitefish, Montana:

            Explore Whitefish - Plan Your Visit to Whitefish
            Fatherly Digital Magazine - Best Spring 2018 Family Travel Destinations
            Glacier National Park - National Park Service Crown of the Continent
            Whitefish Trail - The Whitefish Trail
            Liftopia Online Ski Blog - The West's Top 3 Most Livable Ski Towns
            Explore Whitefish
- A Top Ski Town in the World
            Explore Whitefish
- Whitefish Rated in "Coolest Small Towns in America
            Whitefish Chamber of Commerce
- Whitefish Living
            Alpine Theatre Project
- Whitefish Theatre
            Powder Magazine
- Video Passing Through: Whitefish, Montana
            Powder Magazine
- A Skier's Guide to Whitefish, Montana
            National Geographic
- Whitefish Winter Carnival
            NY Daily News
- Whitefish is Montana's winter vacation destination, offering ruggedness and luxury
- The 20 Best Small Towns to Visit in 2015
            National Geographic
- The World's Best Ski Towns

Please review Important Disclosure Information

Investments reside at an independent custodial institution. The client maintains free and clear ownership of portfolio assets at all times.