Stack Financial Management of Whitefish has just been named to Barron’s 2018 list of the “Top 100 Independent Financial Advisors” in the United States. Stack Financial Management is the only firm to be recognized from the region including Montana, Oregon, Idaho, Nevada, Utah, Wyoming, North Dakota and South Dakota.
Barron’s “Top 100” elite group of advisors are ranked based on over 100 different criteria, including assets under management, revenue growth, quality of practice, and client satisfaction and retention. This marks the 11th recognition for SFM by the financial publication, which began vetting top firms in the nation 12 years ago.
“Stack Financial Management is honored to once again be included by Barron’s as one of the Top Independent Financial Advisors in the country,” says James Stack, President. “This achievement is shared by each member of our outstanding team committed to providing exemplary and personalized client service from our office in Whitefish, Montana.”
Stack Financial Management is noted for its “safety-first” investment philosophy and manages over $1.2 billion in accounts for high net worth individuals spanning 49 states with a $750,000 account minimum. James Stack founded the firm in 1994, and also owns and operates InvesTech Research, an independent financial research firm. He is frequently quoted in The Wall Street Journal, Forbes, Kiplinger, USA Today, U.S. News & World Report, Bloomberg, and numerous other financial media outlets.