Financial Advisor in Franktown, Colorado
Fiduciary Financial Planning for Franktown's Rural Families & Professionals
Paramount Associates is a fiduciary Registered Investment Advisor (RIA) serving Franktown 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 Franktown Residents
From retirement planning to estate strategies, our Franktown 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 Franktown's Community
Franktown is a small but vibrant unincorporated community in Douglas County, set among rolling hills at the crossroads of Highways 83 and 86. Known for its rural character, beautiful grassland landscapes, and proximity to both Parker and Castle Rock, Franktown attracts families who want space, quiet, and a genuine connection to Colorado's prairie landscape. Paramount Associates provides the fee-only, fiduciary financial planning that Franktown's residents need to protect and grow their wealth.
Many Franktown residents own larger parcels of land and have unique financial planning needs around rural real estate, estate planning, and wealth preservation. Our advisors understand Douglas County's economic environment and the specific financial challenges that come with rural living, delivering personalized, conflict-free guidance that helps Franktown families achieve lasting financial security.
Financial Landscape in Franktown
Franktown's location in Douglas County—one of the wealthiest counties in Colorado—means its residents often have significant real estate equity and complex financial planning needs. The area's mix of longtime ranching families and newer residents who commute to metro Denver creates a diverse community with varied financial situations.
As Franktown landowners see their property values appreciate and their retirement dates approach, comprehensive financial planning becomes essential. Paramount Associates helps Franktown clients optimize retirement savings, plan for rural property succession, and build investment portfolios that complement their real estate holdings.
Neighborhoods & Areas Served
Also serving nearby: Parker, Castle Rock, Elizabeth, Kiowa, Sedalia
Why Franktown 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 Franktown Residents
Common questions from Franktown area residents about financial planning and working with Paramount Associates.
Ready to Elevate Your Financial Future in Franktown?
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®