Founded in 1994 by James B. Stack, Stack Financial Management, Inc. is a U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor. The firm provides risk-managed investment strategies and comprehensive wealth planning for individuals, families, and trusts. Emphasizing its independence and a fee-only structure, the company's mission is to offer objective, personalized financial advice and build long-term client relationships based on trust and integrity.

Founded in

United States