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.
October 1, 2025 - Stack Financial Management (SFM) has been named to Forbes 2025 list of “America’s Top RIA Firms.”
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.
April 8, 2025 - Stack Financial Management (SFM) has been named among “America’s Top Wealth Advisors” in 2025 by Forbes
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.”
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 ...
According to various websites, the average person spends 13 to 15 hours researching a new car purchase, but only 6 to 8 hours researching a financial...
SFM Climbs to #57 on 2024 CNBC "Financial Advisor 100." The CNBC FA 100 recognizes the "top advisory firms that best help clients successfully navigate their financial lives."
Our Chief Investment Officer, Zach Jonson, was interviewed on CNBC early this morning to preview Walmart (WMT) earnings. Zach made the case for why WMT is one of the largest positions in SFM client portfolios and what we are looking for from the company this earnings season.
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…
While many of us know and understand the importance of having an estate plan, the basic documents often fall short. They lack the detail and clarity needed...
Something that everyone should have is an emergency contact list. It should be readily available to anyone staying in your home. You should also provide a copy...
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