Stack Financial Management included on best-of lists

Stack Financial Management of Whitefish has been named on top of the 2023 Forbes list of Best-in-State Wealth Advisors and Barron’s 2023 Top 1200 Financial Advisors by State for Montana.

These 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, and community involvement.

Stack Financial Management manages over $1.7 billion in assets for individuals, families, and business owners across Montana and the U.S.

“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, the company’s Chief Investment Officer. “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.”