Financial Advisor in Fort Collins, Colorado
Fiduciary Financial Planning for Fort Collins' Professionals, Executives & CSU Community
Paramount Associates is a fiduciary Registered Investment Advisor (RIA) serving Fort Collins 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 Fort Collins Residents
From retirement planning to estate strategies, our Fort Collins 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 Fort Collins's Community
Fort Collins is one of Colorado's premier cities—consistently ranked among the top places to live in the United States for its vibrant Old Town, world-class craft beer scene, strong Colorado State University community, outdoor recreation, and diverse, thriving economy. Home to over 175,000 residents including technology professionals, healthcare workers, educators, CSU faculty, military personnel (Buckley), and successful entrepreneurs, Fort Collins represents one of Colorado's most dynamic financial planning markets. Paramount Associates delivers the fiduciary wealth management that Fort Collins residents deserve.
As a fee-only Registered Investment Advisor (RIA) based in Greenwood Village, we serve Fort Collins clients across Larimer County with comprehensive financial planning services. Fort Collins' economy—anchored by Colorado State University, Hewlett Packard Enterprise, Broadcom, healthcare systems, and a robust small business ecosystem—creates a diverse range of financial planning needs. From CSU faculty pension planning to tech executive equity compensation and small business succession planning, our advisors build personalized plans tailored to Fort Collins residents' specific situations.
Financial Landscape in Fort Collins
Fort Collins is home to Colorado State University, one of the state's leading research universities with over 35,000 students and thousands of faculty and staff. CSU employees and Larimer County public employees often participate in PERA (Public Employees' Retirement Association) pension plans, requiring specialized financial planning to integrate pension benefits with personal retirement savings and maximize total retirement income.
Fort Collins' technology sector has grown significantly with major employers like Hewlett Packard Enterprise, Broadcom, Woodward, and a strong small business technology ecosystem. Tech professionals in Fort Collins often hold equity compensation—RSUs, stock options, and ESPPs—that require careful planning to maximize after-tax value and integrate with broader retirement and investment goals.
Neighborhoods & Areas Served
Also serving nearby: Loveland, Timnath, Windsor, Greeley, Wellington
Why Fort Collins 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 Fort Collins Residents
Common questions from Fort Collins area residents about financial planning and working with Paramount Associates.
Ready to Elevate Your Financial Future in Fort Collins?
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®