Financial Advisor in Erie, Colorado
Fiduciary Financial Planning for Erie's Fast-Growing Families & Young Professionals
Paramount Associates is a fiduciary Registered Investment Advisor (RIA) serving Erie 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 Erie Residents
From retirement planning to estate strategies, our Erie 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 Erie's Community
Erie has become one of Colorado's fastest-growing communities, attracting young families, professionals, and commuters who appreciate the city's new master-planned neighborhoods, excellent schools, and strategic location between Denver and Boulder. Erie's residents are in prime wealth-building years—buying first and move-up homes, starting families, establishing careers, and looking for professional financial guidance to make the most of their growing incomes. Paramount Associates delivers the fiduciary financial planning Erie families need to build lasting financial security.
As a fee-only Registered Investment Advisor (RIA) headquartered in Greenwood Village, we serve Erie clients throughout the Boulder/Weld County corridor. Erie's location along the US-287 and E-470 corridors makes it an ideal community for professionals commuting to both the Broomfield tech corridor and the greater Denver metro. We build financial plans designed for the real-world financial needs of Erie's growing families—balancing mortgage payments, childcare costs, retirement savings, and investment goals.
Financial Landscape in Erie
Erie's population has more than doubled over the past decade, driven by new master-planned communities and the city's appeal as an affordable alternative to Boulder County's most expensive markets. This rapid growth has produced strong real estate appreciation, creating significant equity for Erie homeowners—equity that should be thoughtfully integrated into a comprehensive wealth management strategy.
Erie residents face a common financial challenge: managing significant housing costs in a high-cost market while simultaneously building adequate retirement savings, emergency funds, and college savings for children. A comprehensive financial plan helps Erie families prioritize competing goals, optimize tax strategies, and build wealth systematically without sacrificing short-term financial security.
Neighborhoods & Areas Served
Also serving nearby: Longmont, Firestone, Frederick, Brighton, Broomfield
Why Erie 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 Erie Residents
Common questions from Erie area residents about financial planning and working with Paramount Associates.
Ready to Elevate Your Financial Future in Erie?
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®