Financial Advisor in Denver, CO

Fee-only, fiduciary wealth management for Denver individuals, families, executives, and business owners. Based in the Denver Tech Center. Always working in your best interest. Schedule a Consultation

Developing A Comprehensive Picture Of Your Business

Paramount Associates Wealth Management is proud to serve the greater Denver metropolitan area with comprehensive, planning-first financial advice. Located at 6400 S Fiddlers Green Cir, Suite 925 in Greenwood Village — in the heart of the Denver Tech Center — we are conveniently accessible to clients throughout Denver and its surrounding communities. We also serve clients right from our home base; see our Greenwood Village location page for details.

As a fee-only fiduciary registered investment advisor (RIA), we are built differently from the typical financial firm. We do not sell products. We do not earn commissions. We work exclusively for you — with full transparency about what we charge and what you receive in return.

Why Denver-Area Residents Choose Paramount Associates

Fiduciary Standard, Always
Denver has no shortage of financial professionals — but not all of them are held to the same standard. As a fiduciary RIA, Paramount Associates is legally required to put your interests first, every time. That distinction matters enormously when it comes to the quality and objectivity of the advice you receive.

Fee-Only Transparency
We are compensated solely by our clients — not by insurance companies, fund families, or brokerage firms. This structure eliminates the conflicts of interest that often compromise advice at commission-based firms and ensures the guidance we give is always in your best interest.

Colorado-Specific Expertise

From Colorado’s flat income tax to local cost-of-living considerations for retirement planning, we understand the financial nuances that matter specifically to Denver-area clients. We apply that knowledge directly to your financial plan.

Long-Term Relationships

We keep our client base focused intentionally. You will always work with an advisor who knows your situation deeply — not a rotating cast of representatives. Visit our About Us page to meet the team.

What Our Denver Clients Say

“Paramount Associates really wants to make sure their clients are well-informed, taking an educational approach to how they manage your investments. Being independent, they are able to take information from many sources and can provide truly their best advice to you. They provide a lot of information through a podcast, social media updates and client dinners. And best of all, they don’t hit you with charges every time you turn around as everything is included in their management fee!”

— Scott Miller

Comprehensive Financial Services for Denver Residents

Financial Planning
We start with a comprehensive financial plan that ties together all aspects of your financial life — income, savings, debt, taxes, insurance, investments, and legacy goals — into one coherent, written strategy.

Retirement Planning
Denver professionals have unique retirement planning considerations: employer stock options, Colorado’s tax treatment of retirement income, and the rising cost of living in the metro area. We help you plan for a retirement that reflects your actual life in Colorado.

Investment Management

We build and manage evidence-based, diversified investment portfolios for Denver-area clients — always aligned with your financial plan, time horizon, and risk tolerance. See our full services overview.

Estate Planning Coordination

We work alongside Colorado estate planning attorneys to ensure your estate plan, beneficiary designations, and asset titling strategy are properly coordinated with your investment and tax plan — so nothing falls through the cracks.

Business Succession Planning

Denver is home to a thriving community of business owners and entrepreneurs. For those preparing for an exit, transition, or ownership transfer, we provide strategic planning that begins long before the sale — so you are ready when the time comes.

Denver Metro Areas We Serve

Paramount Associates serves clients throughout the Denver metropolitan area, including:


Greenwood Village (our home community)
Cherry Hills Village
Centennial
Castle Pines
Highlands Ranch
Parker
Englewood
Denver Tech Center
Downtown Denver
Lone Tree

If you live or work anywhere in the Denver metro area, we welcome the opportunity to meet with you — in person at our Greenwood Village office or virtually. See our Greenwood Village location page for directions and office details.

A Trusted Name in the Denver Financial Community

Paramount Associates Wealth Management is registered as an investment advisor with the state of Colorado and the U.S. Securities and Exchange Commission (SEC). You can verify our registration on the SEC’s Investment Adviser Public Disclosure (IAPD) database.

Our advisors hold recognized professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

We are proud members of NAPFA (the National Association of Personal Financial Advisors) — the leading professional association for fee-only financial planners in the United States.

Meet Your Denver Financial Advisor

You deserve a financial advisor who knows Denver, knows your goals, and is always working in your corner. Paramount Associates combines local expertise with fiduciary-standard advice to help Denver-area residents build wealth, plan for retirement, and protect what they have worked hard to create.

Schedule a complimentary introductory consultation today — no obligation, no sales pitch.

Schedule Your Free Consultation: paramountassoc.com/contact

Call: (720) 921-1000

Paramount Associates Wealth Management

6400 S Fiddlers Green Cir, Suite 925

Greenwood Village, CO 80111

[email protected] | (720) 921-1000 | www.paramountassoc.com

© 2025 Paramount Associates Wealth Management. Paramount Associates Wealth Management is a Registered Investment Advisor (RIA) located in Greenwood Village, CO. Providing Business Planning, Estate, Charitable Giving & Trust, Financial Planning, Portfolio Management, Retirement Planning, and Risk Management.

Investment Advisory Services offered through Paramount Associates Wealth Management, a Registered Investment Adviser.

Paramount Associates Wealth Management is a registered investment advisor located in Colorado. Paramount Associates Wealth Management and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Paramount Associates Wealth Management maintains clients. Associates web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Paramount Associates Wealth Management web site on the Internet should not be construed by any consumer and/or prospective client as Paramount Associates Wealth Management solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Paramount Associates Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Paramount Associates Wealth Management, please go to adviser.info.sec.gov. Please also see a copy of our Form CRS. A copy of Paramount Associates Wealth Management’ current written disclosure statement discussing Paramount Associates Wealth Management business operations, service, and fees is available from Paramount Associates Wealth Management upon written request. Paramount Associates Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Paramount Associates Wealth Management web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Paramount Associates Wealth Management) made reference to directly or indirectly by Paramount Associates Wealth Management in its web site, or indirectly by a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Certain portions of Paramount Associates Wealth Management web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Paramount Associates Wealth Management (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Paramount Associates Wealth Management, or form any other investment professional. Paramount Associates Wealth Management is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

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