Financial Advisor in Dacono, Colorado
Fiduciary Wealth Management for Dacono's Growing Families
Paramount Associates is a fiduciary Registered Investment Advisor (RIA) serving Dacono and the greater Denver metro area with comprehensive wealth management and financial planning services.
- Fee-only fiduciary—never commission-driven
- Personalized financial plans for every life stage
- Retirement, estate, business & investment strategies
Accredited, Certified & Community-Recognized Financial Advisors
Our credentials and community involvement reflect our commitment to excellence, education, and giving back to the communities we serve.
Member of the Association of Financial Educators (AFE)
Member of CFA Institute
Member of the Parker Chamber of Commerce
Member of The South Metro Chamber of Commerce
2024 Autism Speaks® Champion
2024 Alzheimer's Association® Grand Champion
Our Memberships & Recognitions
- Member of the Association of Financial Educators (AFE)
- Member of CFA Institute
- Member of the Parker Chamber of Commerce
- Member of The South Metro Chamber of Commerce
- 2024 Autism Speaks® Champion
- 2024 Alzheimer's Association® Grand Champion
Comprehensive Financial Services for Dacono Residents
From retirement planning to estate strategies, our Dacono clients receive holistic financial guidance built around their unique life goals and circumstances.
Financial Planning
Comprehensive, personalized financial roadmaps tailored to your goals—whether you're building wealth, planning for education, or preparing for life's major milestones.
Learn MoreRetirement Planning
Strategic retirement income planning that ensures you can maintain your lifestyle long after your working years, with tax-efficient distribution strategies.
Learn MorePortfolio Management
Disciplined, evidence-based investment management aligned with your risk tolerance, time horizon, and long-term financial objectives.
Learn MoreBusiness Planning
Strategic financial guidance for business owners—from succession planning and exit strategies to business valuation and buy-sell agreements.
Learn MoreEstate, Charitable Giving & Trust
Comprehensive estate planning that protects your legacy, minimizes estate taxes, and ensures your assets transfer according to your wishes.
Learn MoreRisk Management
Thorough analysis of your insurance needs and risk exposures to protect your income, assets, and loved ones against unexpected events.
Learn MoreWealth Management Rooted in Dacono's Community
Dacono is a growing community in Weld County, offering affordable housing, a friendly neighborhood atmosphere, and convenient access to major employment centers throughout the Denver and Northern Colorado region via I-25. As Dacono families build equity and plan for the future, Paramount Associates provides the fee-only, fiduciary financial planning that helps hardworking families achieve lasting financial security.
From our Greenwood Village headquarters, we serve Dacono clients with personalized financial plans designed around your real goals—retirement readiness, education savings, investment growth, and family protection. Our fiduciary advisors are committed to giving Dacono residents the same quality of advice that's typically reserved for wealthy metropolitan clients.
Financial Landscape in Dacono
Dacono and the surrounding Weld County area have seen substantial growth as families seek affordable alternatives to more expensive communities along the Front Range. Its proximity to major employers in Longmont, Brighton, and the greater Denver area makes it a practical choice for families balancing cost of living with career opportunities.
As Dacono homeowners build equity through real estate appreciation and accumulate retirement savings, they increasingly need objective financial guidance to ensure their money is working efficiently. Paramount Associates helps Dacono families reduce unnecessary investment fees, minimize taxes, and build toward a secure and fulfilling retirement.
Neighborhoods & Areas Served
Also serving nearby: Firestone, Frederick, Mead, Longmont, Brighton
Why Dacono Residents Choose Paramount Associates
We hold ourselves to the highest standard in the industry—the fiduciary standard—so you can trust every recommendation we make.
Fiduciary Standard
Legally required to act in your best interest at all times—no exceptions, no conflicts.
Registered Investment Advisor
SEC-registered RIA with the credentials, oversight, and accountability you deserve.
Education-First Approach
We believe informed clients make better decisions. We educate you every step of the way.
Personalized Service
No cookie-cutter plans. Every strategy is custom-built around your unique situation and goals.
Questions from Dacono Residents
Common questions from Dacono area residents about financial planning and working with Paramount Associates.
Ready to Elevate Your Financial Future in Dacono?
Schedule your complimentary initial consultation with a Paramount Associates fiduciary advisor. No obligation, no pressure—just an honest conversation about your financial goals.
Meet Our Experienced Advisory Team
Scott Tremlett
CEO / Chief Investment Officer
CIMA®, CFP®, ChFC®Andrew Klein
Co-Founder
Adonica Ramirez
Financial Advisor / Marketing Director
AAMS®Codi Robirds
Operations Manager
AAMS®