Fee-Only Fiduciary Financial Advisor & Wealth Management in Aurora, CO
Paramount Associates is an independent, fee-only fiduciary financial planning and wealth management firm serving physicians, clinical researchers, defense leaders, corporate executives, and retirees in Aurora, Colorado. Situated near the Anschutz Medical Campus and the E-470 southeast growth corridor, our practice provides comprehensive wealth management, medical practice Cash Balance pension design, military/federal pension coordination (FERS/TSP), proactive tax mitigation, and institutional investment management.
Strategic Financial Leadership for Aurora's Clinical, Defense & Suburban Communities
Aurora is one of Colorado's largest and most economically diverse cities, spanning the world-class medical research hub at the Anschutz Medical Campus, the strategic defense operations of Buckley Space Force Base, and affluent master-planned golf communities like Blackstone and Tallyn's Reach. Residents face distinct financial complexities: navigating university retirement plans (CU 401(a)/403(b)), mitigating high federal tax brackets for clinical practice partners, integrating military pensions, and structuring multi-generational family estates.
Paramount Associates operates under an unwavering fiduciary mandate. We do not sell insurance products, receive trading commissions, or push proprietary funds. We act exclusively in your best interest, integrating every facet of your financial life through our comprehensive financial planning process.
How Paramount Associates Serves the Aurora Community
Client Profile
Anschutz Physicians, Surgeons & Researchers
Key Regional Focus
Anschutz Medical Campus, Fitzsimons Innovation Hub
Core Advisory Strategy
Cash Balance/Defined Benefit, 403(b)/401(a) coordination
Client Profile
Defense & Military Officers / Contractors
Key Regional Focus
Buckley Space Force Base, E-470 Aerospace corridor
Core Advisory Strategy
Military pension survivor options, TSP rollovers
Client Profile
Pre-Retirees & Families in South Aurora
Key Regional Focus
Blackstone, Tallyn's Reach, Southshore, Saddle Rock
Core Advisory Strategy
Multi-bucket decumulation, Roth ladders, 529 plans
Anschutz Clinical Specialist & Practice Owner Advisory
For medical faculty, surgeons, and healthcare practice owners across the Anschutz Medical Campus, high earning capacity creates severe tax exposure. We implement advanced solutions through our business planning and exit advisory and tax planning practice:
- Designing custom Defined Benefit and Cash Balance pension plans allowing $150,000 to $300,000+ in annual pre-tax deductions.
- Coordinating university 401(a), 403(b), and 457(b) deferred compensation plans.
- Implementing robust asset protection structures through our estate and legacy planning practice to shield personal assets from professional liabilities.
Military Officer & Defense Contractor Pension Integration
For personnel at Buckley Space Force Base and surrounding aerospace contractors, retirement planning requires precise coordination of military pensions, VA benefits, and Thrift Savings Plan (TSP) accounts through our retirement planning practice. We evaluate Survivor Benefit Plan (SBP) elections and structure tax-efficient rollover strategies into institutional IRAs.
Retirement Decumulation & Roth Conversion Ladders for South Aurora
For pre-retirees in Blackstone, Southshore, and Heather Gardens, we structure multi-bucket withdrawal schedules that sequence drawdowns across taxable accounts, pre-tax IRAs, and Roth accounts to minimize cumulative lifetime taxes and prevent Medicare IRMAA surcharges.
Institutional Investment Management & Direct Indexing
We build low-cost, globally diversified portfolios tailored to your risk tolerance, utilizing tax-loss harvesting and factor-based allocations via our fiduciary investment management.
Frequently Asked Questions
Align your medical practice, defense pension, and family wealth.
Schedule a complimentary discovery meeting with our Aurora fiduciary advisory team.
Required Disclosures
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.
Private market investments are not for everyone. There are stringent investor qualifications due to restrictions on transparency and liquidity. Private market investment internal costs vary in structure and amount—it is important to understand all risks involved.