Montana Wealth

Montana Wealth is an independent financial planning firm based in Missoula, serving individuals, families, and business owners across Montana and virtually across the United States. Led by Sam Sharples, RICP®, the firm brings clarity to complex financial decisions through personalized retirement planning, investment guidance, and tax-efficient strategies. Whether preparing for retirement, managing equity compensation, or running a business, Sam takes a straightforward, plain-English approach, bringing every moving part together into one clear plan so clients always know exactly where they stand and where they're headed. For anyone searching for a financial advisor in Missoula or a certified financial planner who values clarity over complexity, Montana Wealth offers a clear path forward.