Forbes “Top Women Wealth Advisors Best-in-State”
We are proud to announce that Annell Danczyk has been named to Forbes 2026 list of “Top Women Wealth Advisors Best-in-State.”
2025 Barron’s Top 100 Independent Advisors
SFM Celebrates 18 Years of Recognition on Barron's "Top 100 Independent Advisors" List. Being included in this prestigious list reinforces our long-standing commitment to putting our clients’ interest first.
Visiting Whitefish?
We have put together this “Best of Whitefish” brochure to help you plan activities and meals while visiting our corner of Montana. Included are our personal recommendations for restaurants, activities, and shopping in the Whitefish area.
2025 Barron’s Top 1200 Financial Advisors
On March 7, 2025, Stack Financial Management (SFM) was ranked #1 in the state of Montana in the Barron’s 2025 list of the “Top 1200 Financial Advisors by State.”
Forbes “Top Women Wealth Advisors Best-in-State”
We are thrilled to announce that Annell Danczyk has been named to Forbes 2025 list of “Top Women Wealth Advisors Best-in-State.”
Forbes 2024 List of America’s Top 250 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."
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.”
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…