Since Stack Financial Management was founded in 1994, we have thoughtfully and carefully grown our client base to retain our one-on-one personal relationship with each client. We now serve clients throughout the nation, managing approximately $1.3 billion in assets for 772 households located in 47 states.
Interested in learning more about becoming an Stack Financial Management client?
You are now leaving the Stack Financial Management Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.
Schwab is a registered broker-dealer, and is not affiliated with Stack Financial Management or any advisor(s) whose name(s) appears on this Website. Stack Financial Management is independently owned and operated. Schwab neither endorses nor recommends Stack Financial Management. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Stack Financial Management under which Schwab provides Stack Financial Management with services related to your account. Schwab does not review the Stack Financial Management Website, and makes no representation regarding the information contained in the Stack Financial Management Website, which should not be considered to be either a recommendation or a solicitation by of any offer to purchase or sell any securities.