Tuesday, December 07, 2021

Stack Financial named to list of top advisors

| October 20, 2021 1:00 AM

Stack Financial Management of Whitefish was recently named to Barron’s 2021 list of the “Top 100 Independent Advisors” in the United States.

This marks the 14th year of recognition for SFM by Barron’s. SFM manages assets for individuals across the United States, and is the only firm recognized in Montana. They’re also only one of two firms from the Rocky Mountain region, which includes Montana, Colorado, Wyoming, Idaho, Utah, New Mexico and Arizona.

“It’s a great honor to be recognized by Barron’s as one of the Top Independent Advisors in the country,” says founder and CEO, James Stack. “Our goal is to provide our clients a deeply researched and thoughtful approach to investing, while we navigate the market risks. Our ongoing and sustained ranking on this list, demonstrates our team’s dedication to our clients.”

The select group of advisors considered for Barron’s “Top 100” are ranked on an extensive list of over 100 criteria that includes assets under management, client satisfaction and retention, quality of the practice, revenue growth, succession planning and range of staff to name a few.

Stack Financial Management is an independent registered investment advisor and wealth management firm based. Founded by James Stack, who also owns and operates InvesTech Research, SFM is most well-known for its “safety-first” investment philosophy and client-first experience. SFM has been helping conservative-minded investors preserve and grow their wealth since 1994. The firm is consistently recognized as a leading independent advisor by national publications and manages over $1.6 billion in assets.

For more information about Stack Financial Management, call Hannah Ahmed at (406) 862 – 8000 or visit www.stackfinancialmanagement.com.