Financial Planner in Greenwood Village, CO

Your locally based, fee-only fiduciary financial advisor — right here in Greenwood Village, Colorado. Comprehensive wealth management with a personal touch.

When you work with Paramount Associates Wealth Management, you are working with a team that is genuinely part of the Greenwood Village community. Our office is located at 6400 S Fiddlers Green Cir, Suite 925 — in the heart of the Denver Tech Center corridor. We also proudly serve the broader metro area; visit our Denver financial advisor page for more. We are not a branch office of a national firm. We are not a franchise.

We are an independent, locally owned registered investment advisor (RIA) built specifically to serve the individuals, families, executives, and business owners who live and work in Greenwood Village and the surrounding communities. When you call us, you speak with your advisor. When you have a question, you receive an answer from someone who knows your plan.

Proudly Serving the Greenwood Village Community

Greenwood Village is home to a vibrant community of professionals, corporate executives, entrepreneurs, and established families — many of them managing financial situations that go well beyond a basic investment portfolio.

From managing concentrated stock positions and executive compensation packages to planning multigenerational wealth transfers and meaningful charitable legacies, our Greenwood Village clients face financial decisions that require thoughtful, personalized guidance. Our planning-first approach means we start with your goals, your family, and your values — not with a product or a portfolio template. Everything we recommend is grounded in a comprehensive financial plan built specifically for you.

What Our Denver Clients Say

“The team at Paramount Associates Wealth Management is amazing! They truly value their clients and have a team approach when it comes to financial planning. Whether you’re an individual or small business owner seeking financial guidance, they offer tailored service to fit your needs. They deliver nothing but superior service and ensure your goals remain top of mind.”

— Sara Turbyfill

Serving Greenwood Village and the Surrounding Communities

Denver Tech Center

A short drive from our office, we work with many DTC-based corporate professionals and executives. See our dedicated Denver financial advisor page for more on how we serve the broader Denver metro.

Centennial

Growing families and established professionals throughout Centennial trust us with their long-term financial planning — from retirement preparation to investment management and estate coordination.

Cherry Hills Village

We serve some of the Denver area’s most established families with estate planning coordination, charitable giving strategies, and complex wealth management needs that require a genuinely planning-first approach.

Englewood

Clients in Englewood appreciate our proximity, local knowledge, and straightforward fee-only, fiduciary approach to financial advice.

Lone Tree and Parker

South suburban families planning for retirement, college funding, and business succession work with our team regularly, benefiting from our accessible Greenwood Village location and personalized service.

Highlands Ranch

One of Colorado’s largest communities, Highlands Ranch residents benefit from our convenient location and our commitment to relationship-driven, conflict-free financial planning.

Financial Services Rooted in Greenwood Village

Comprehensive Financial Planning

Life in Greenwood Village is full and financially complex. We help you bring order to your financial picture — coordinating your income, savings, investments, taxes, and estate into one integrated, written financial plan built around your life.

Retirement Planning

Many of our Greenwood Village clients are high earners in their peak years. We help you calculate your retirement number, optimize Social Security timing, and build a tax-efficient income plan. Learn more on our retirement planning page.

Investment Management

We manage investment portfolios for Greenwood Village clients using an evidence-based, long-term approach — free from conflicts of interest. See our full services overview for details. Executive and

Equity Compensation Planning

For executives at companies in the Denver Tech Center or throughout the metro area, managing stock options, restricted stock units (RSUs), deferred compensation, and 401(k) plans requires specialized knowledge. We provide that expertise locally, with a planning framework designed around your full compensation picture.

Estate Planning

Coordination We work with your Colorado estate planning attorney to ensure your estate plan reflects your current wishes and is properly integrated with your investment accounts, trust structures, and beneficiary designations — so your legacy is protected.

Why a Local, Independent Fiduciary Advisor Makes a Difference

We know this community.

We understand what it costs to live well in Greenwood Village and the surrounding area. We understand Colorado’s tax environment, the local real estate landscape, and how both affect your long-term financial plan.

We answer to you.

As a fee-only RIA, we are not beholden to a product shelf, a parent company’s sales targets, or a commission structure. Our incentives are perfectly aligned with yours. When we give you advice, it is advice we would give to a member of our own family.

We offer continuity.

At Paramount Associates, you work with the same advisor through every major milestone in your financial life — career transitions, business exits, retirement, estate transfers. Visit our About Us page to meet the team behind your plan.

We are your neighbor.

Our team lives and works in this community. We understand the lifestyle, the goals, and the financial picture of Greenwood Village residents at a level that a remote advisor or national chain simply cannot replicate.

Licensing & Professional Standing

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.

Your Local Fiduciary Advisor — Right Here in Greenwood Village

If you are looking for a financial planner in Greenwood Village, CO who is locally based, independently owned, fee-only, and fiduciary — you have found us.

Paramount Associates Wealth Management is accepting new clients. Schedule a complimentary introductory consultation today and take the first step toward a financial plan built around your life, your goals, and your community.

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.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Paramount Associates Wealth Management web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Paramount Associates Wealth Management, or from any other investment professional.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Paramount Associates Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Paramount Associates Wealth Management’ web-site and assume total responsibility and risk for your use of the sites you are linking to.