Forbes 2026 “America’s Top 250 Wealth Advisors”
On April 7, 2026, Stack Financial Management (SFM) was named among “America’s Top 250 Wealth Advisors” by Forbes.
Forbes 2026 “Best-in-State Wealth Advisors”
Stack Financial Management (SFM) is honored to be recognized as the leading firm in Montana. On April 7, 2026, SFM was ranked #1 in the state of Montana in the Forbes 2026 list of the "Best-in-State Wealth Advisors."
The New AI Paradigm Bubble
Excitement surrounding Artificial Intelligence has captured everyone’s imagination. However, there are many defining features of the current cycle that have us convinced the AI Paradigm Bubble is swiftly moving past euphoric expectations and is now in dangerous territory… like a bubble about to go “Pop!”
2026 Tax-Related Information
The IRS has raised the limits for gifting, retirement contributions, and other areas for 2026. View and print a summary of this tax-related information...
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.
Forbes 2025 Top RIA Firms
October 1, 2025 - Stack Financial Management (SFM) has been named to Forbes 2025 list of “America’s Top RIA Firms.”
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.
Forbes 2025 Top 250 Wealth Advisors
April 8, 2025 - Stack Financial Management (SFM) has been named among “America’s Top Wealth Advisors” in 2025 by Forbes
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.”
2025 Tax-Related Information
The IRS has raised the limits for gifting, retirement contributions, and other areas for 2025. We've summarized this tax-related information...
Finding a CPA
As Benjamin Franklin once said, “In this world, nothing is certain except death and taxes.” Neither of these are fun topics, but we’re here to help. Today we’ll focus on ...