Stack Financial Management named Top Financial Advisor in Montana

Stack Financial Management (SFM) of Whitefish has been named No.1 in Montana in the 2023 Forbes list of “Best-in-State Wealth Advisors” and Barron’s 2023 “Top 1200 Financial Advisors by State.” These elite lists of advisors are intended to draw attention to each state’s best wealth managers and raise overall standards in the industry.

The rankings acknowledge advisors who have demonstrated outstanding client service, exceptional professionalism, quality of practice, community involvement and much more. SFM manages over $1.7 billion in assets for individuals, families and business owners across Montana and the United States.

“It is a great honor to have our team recognized by both Forbes and Barron’s as the number one financial advisor in Montana and among the top advisors in the country,” says Zach Jonson, SFM Chief Investment Officer. “Our goal is to give our clients increased peace of mind during these tumultuous times, knowing that their assets are being managed in a value conscious manner focused on risk management. We are proud to serve our clients from our office in Montana, where we find the view of Wall Street is much clearer from 2,500 miles away.”

Stack Financial Management is a nationally-recognized, independent Registered Investment Advisor based in Whitefish. Founded by James Stack, a third generation Montanan, SFM is most well-known for its “safety-first” investment philosophy and client focus. SFM has been helping conservative minded investors preserve and grow their wealth since 1994. For more information about Stack Financial Management, visit www.stackfinancialmanagement.com.