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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10 Tips To Improve Online Security

Print Share Like it or not, it has become more difficult than ever to maintain a sense of security in an ever-changing, digital world. We all love the convenience that…

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‘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…

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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…

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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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