Financial Advisor in Sheridan, Colorado
Accessible Fiduciary Financial Planning for Sheridan's Working Families & Professionals
Paramount Associates is a fiduciary Registered Investment Advisor (RIA) serving Sheridan 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 Sheridan Residents
From retirement planning to estate strategies, our Sheridan 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 Sheridan's Community
Sheridan is a small but strategically located city in Arapahoe County, nestled between Englewood and Littleton along the South Santa Fe Drive corridor. Sheridan's community is defined by working families, small business owners, and professionals who want straightforward, honest financial guidance without the complexity or high minimums that sometimes come with traditional wealth management firms. Paramount Associates is committed to delivering accessible, high-quality fiduciary financial planning to Sheridan residents at every income level.
As a fee-only Registered Investment Advisor (RIA) headquartered just minutes away in Greenwood Village, Paramount Associates is uniquely positioned to serve Sheridan clients. Our fee-only model means you always know what you're paying and exactly what you're getting—no hidden commissions, no product sales, just honest financial guidance aligned with your goals. Whether you're building a retirement nest egg, managing debt, or protecting your family with the right insurance, we provide the comprehensive planning Sheridan residents deserve.
Financial Landscape in Sheridan
Sheridan's working-class community faces many of the financial challenges common across the south Denver metro: rising housing costs, increasing healthcare expenses, and the competing demands of retirement savings, education funding, and family financial security. A well-constructed financial plan helps Sheridan families navigate these pressures systematically and build lasting financial resilience.
Sheridan's proximity to major Arapahoe County employment centers—Englewood, Littleton, and the Denver Tech Center—gives residents access to a wide range of employment opportunities. Many Sheridan residents work in healthcare, retail, construction, and government sectors, each with distinct financial planning needs. Our advisors build plans tailored to the specific employer benefits and financial profiles of each client's situation.
Neighborhoods & Areas Served
Also serving nearby: Englewood, Littleton, Lakewood, Centennial, Denver
Why Sheridan 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 Sheridan Residents
Common questions from Sheridan area residents about financial planning and working with Paramount Associates.
Ready to Elevate Your Financial Future in Sheridan?
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®