Financial Advisor in Golden, Colorado
Personalized Fiduciary Financial Planning for Golden, Colorado's Residents & Professionals
Paramount Associates is a fiduciary Registered Investment Advisor (RIA) serving Golden 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 Golden Residents
From retirement planning to estate strategies, our Golden 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 Golden's Community
Golden is one of Colorado's most beloved communities—a city with genuine historic character, stunning mountain backdrop, and a vibrant culture shaped by Colorado School of Mines, Coors Brewery, and a growing community of outdoor-loving, environmentally conscious professionals and families. From the historic downtown on Washington Avenue to the upscale residential neighborhoods of Genesee and Applewood, Golden residents hold diverse financial planning needs. Paramount Associates brings fiduciary financial guidance to Golden clients who want an advisor that understands the unique character of this exceptional community.
Golden sits at the foothills of the Rocky Mountains, offering residents an unparalleled quality of life that blends urban amenities with outdoor access. This premium lifestyle comes with premium real estate values and the financial planning complexity that often accompanies successful, established communities. Whether you're a Colorado School of Mines faculty member, a tech professional in Golden's growing business community, or a longtime Golden homeowner planning for retirement, our Greenwood Village-based advisory team is here to help.
Financial Landscape in Golden
Golden is home to the Colorado School of Mines—one of the nation's leading engineering and applied science universities—which anchors a community of academics, researchers, and highly educated professionals with above-average incomes and complex financial planning needs. The presence of Coors Brewery (Molson Coors) also creates a significant local employment base with competitive compensation and benefits.
Golden's real estate market reflects its desirability—the combination of mountain proximity, historic charm, and relative urban convenience commands premium prices, and longtime homeowners have accumulated substantial equity. Many Golden residents are evaluating how to leverage this equity as part of their retirement strategy, making comprehensive wealth management especially valuable.
Neighborhoods & Areas Served
Also serving nearby: Lakewood, Arvada, Wheat Ridge, Evergreen, Morrison
Why Golden 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 Golden Residents
Common questions from Golden area residents about financial planning and working with Paramount Associates.
Ready to Elevate Your Financial Future in Golden?
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®