Gregory Schmautz, CFP®, AWMA®, CMFC®
Since beginning his career in 1982, Greg Schmautz has helped clients navigate multiple market cycles—including the 1987 market crash, the global financial crisis, the COVID-19 pandemic, and the recent inflationary and rising interest-rate environment—while maintaining a disciplined, long-term investment approach.
Today, Greg leads an independent wealth management practice affiliated with LPL Financial. His commitment to professional excellence has been recognized through consecutive selection as a Forbes Best-in-State Wealth Advisor* for the past two years and qualification for the LPL Financial Masters Conference for the past three consecutive years.
Greg is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Accredited Wealth Management Advisor℠ (AWMA®) and Certified Mutual Fund Counselor® (CMFC®) designations. His practice is grounded in fiduciary responsibility in advisory relationships, prudent risk management, evidence-based investment decision-making, and long-term stewardship of client assets.
Greg believes financial planning is about much more than managing investments. He works closely with clients to coordinate retirement income planning, Social Security claiming strategies, tax planning, estate planning strategies, investment planning, and charitable giving so that each element supports the others. His goal is to help clients make informed decisions while building lasting relationships based on transparency, thoughtful advice, and personalized service.
Community service has always been an important part of Greg's professional life. He served on the Board of Directors of Friends to Youth (now part of Youth Homes) and was a member of the YWCA Missoula Finance Committee for more than 20 years. Greg is also a long-time donor to the Montana Community Foundation, giving him a personal appreciation for the important role philanthropy plays in strengthening Montana communities.
Greg is supported by an experienced, knowledgeable, and highly skilled advisory team. Together, they have begun implementing a thoughtful long-term succession plan designed with a goal to ensure continuity of client service and investment stewardship.
Above all, Greg believes meaningful investment planning begins with understanding each client's goals, values, and fiduciary responsibilities in advisory relationships. His approach emphasizes disciplined long-term investing, thoughtful risk management, and prudent stewardship of assets. He enjoys helping clients integrate charitable giving into their financial and estate plans, recognizing that thoughtful philanthropy can be an important part of a family's legacy. He is committed to helping clients make thoughtful financial decisions through independent advice, sound judgment, and enduring relationships built on transparency.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.