Financial Advisor in Evergreen, Colorado
Fiduciary Wealth Management for Evergreen's Mountain Community Professionals & Retirees
Paramount Associates is a fiduciary Registered Investment Advisor (RIA) serving Evergreen 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 Evergreen Residents
From retirement planning to estate strategies, our Evergreen 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 Evergreen's Community
Evergreen attracts a distinct and affluent community: remote-working executives, successful entrepreneurs, high-income professionals who chose the mountain lifestyle, and retirees drawn by the natural beauty of Jefferson County's foothills. Living in Evergreen is a deliberate choice—one that reflects both financial success and personal values. Paramount Associates understands this unique lifestyle and delivers the sophisticated, conflict-free financial planning that Evergreen residents need to protect their mountain lifestyle for decades to come.
As a fee-only Registered Investment Advisor (RIA) headquartered in Greenwood Village, we serve Evergreen and the greater Jefferson County mountain communities with comprehensive financial planning services. We understand the unique financial dynamics of mountain community living—including wildfire risk management, property insurance considerations, estate planning for unique assets, and the retirement income planning needs of professionals who have built significant wealth working in Denver or remotely.
Financial Landscape in Evergreen
Evergreen is one of Colorado's most affluent unincorporated communities, with median home values well above the state average and a population of established professionals and successful business owners. The mountain setting and limited housing supply create strong real estate appreciation, making real estate a significant component of residents' net worth—and an important factor in comprehensive financial planning.
Evergreen and the surrounding Jefferson County mountain communities are home to a high concentration of business owners, self-employed professionals, and remote workers who face unique financial planning challenges including self-employment retirement accounts (SEP-IRA, Solo 401k), irregular income management, business succession planning, and comprehensive estate strategies that account for mountain property values.
Neighborhoods & Areas Served
Also serving nearby: Golden, Morrison, Lakewood, Bailey, Idaho Springs
Why Evergreen 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 Evergreen Residents
Common questions from Evergreen area residents about financial planning and working with Paramount Associates.
Ready to Elevate Your Financial Future in Evergreen?
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®