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money management

Stack Financial Management
2472 Birch Glen, Suite A
Whitefish, MT 59937
Toll Free: 800-790-5001
Fax: 800-798-6889
E-mail Us


Visit Us

We always enjoy meeting our valued clients and people interested in our services. If your travel plans bring you to Whitefish, Montana, we cordially invite you to stop by to meet our staff and tour our facilities. Just call us at
1-800-790-5001 (Monday-Friday, 7:30 a.m. to 5 p.m. Mountain Time), or E-mail us prior to your arrival to schedule an appointment.

We invite you to a Virtual Tour of our office location below. Use the icons on the image below to navigate.

Stack Financial Management Office

Please review Important Disclosure Information

Investments reside at an independent custodial institution. The client maintains free and clear ownership of portfolio assets at all times.