We would be happy to speak with you, or simply provide you with more information about Stack Financial Management.  Please note, our minimum opening balance is $750,000 in a in a single account or $1,000,000 in two accounts – provided neither account is less than $250,000.  

Please message us using the form below to request more information.  If you elect to receive information via e-mail it will also include a link to a schedule a phone call with SFM professionals so that we can get to know more about each other and answer any questions you may have.  If you prefer to receive information by paper mail please simply give us a call at 800-790-5001 to set up a meeting with members of our team.   

For your security, do not provide private information such as account numbers or social security numbers

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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.