Barron’s Recognition

We have exciting news to share! Stack Financial Management was recently named by Barron’s as one of the top 1200 financial advisors in the country, and earned the top spot for the state of Montana in Barron’s “2021 Top Advisor Rankings by State.” This honor recognizes the role we play, in helping our clients navigate their financial futures.

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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…

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Welcome Kayla

Why did you want to work at Stack Financial Management?  My mom's family is from Montana, and growing up I spent summers here with my grandparents.  My father was in…

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Welcome Hannah

Why did you want to work at Stack Financial Management? I’m originally from Montana and wanted to retire in Whitefish.  The opportunity to move here now and help a successful firm…

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IRS Tax Scam Alert

In recent years many Americans have fallen victim to tax scams and fraudulent Internal Revenue Service (IRS) communications through phone calls, e-mails, and paper mail. We put together this brief…

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