We serve Executives, Business Owners, and High-net-worth Families to Build and Preserve Wealth.

We serve Executives, Business Owners, and High-net-worth Families to Build and Preserve Wealth.

We specialize in guiding professionals to create and grow their financial assets for the long term, including helping manage non-cash compensation.

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Retirement Transition and Income Planning

Retirement Transition and Income Planning

As you approach retirement and go from accumulating wealth to spending your savings there are many opportunities to misstep. We make sure you are optimized to live your best life in retirement so that your assets can support your lifestyle and create a legacy for your family.

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We are your Family CFO

We are your Family CFO

As fee-only fiduciaries, we work to create a deep, trust-based relationship with clients and their families to plan and manage financial well-being.

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As Featured In


Named to CNBC's 2023 Top 100 Financial Advisory Firms in the USA and the Highest Ranked from Colorado! 

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Experienced Advisors With Tailored Solutions

At Paragon Capital Management, we are a team of highly credentialed advisors who also happen to be the owners of the firm. We pride ourselves on being down-to-earth and approachable. We work closely with clients to provide personalized financial planning services with deep tax-aware investment management. Quality and trust are of utmost importance to us. Our clients tend to stay with us for an average of over 20 years. We seek to understand your specific tax situation and tailor your portfolio to maximize after-tax portfolio value.

Meet the Team

Our Four-Step Financial Planning Process

Vision

Vision

We work with you to understand your unique financial goals and aspirations to reach financial freedom and maintain your income to support your best retirement lifestyle.

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Feasibility

Feasibility

We analyze your assets, insurance, income from current and future sources, and spending desires to ensure you are on the right path.

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Resilience

Resilience

We develop a strategy that is designed to weather market volatility, and economic uncertainty, and ensures you have the right financial plan that can withstand unexpected changes.

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Optimization

Optimization

We refine and fine-tune your plan to help you achieve the best possible after-tax outcome.

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Meet Our Team

Team Members

Brian Goodstadt

Brian Goodstadt, CFA

Managing Partner, Private Wealth Advisor

303.293.3680

Shaun Williams

Shaun Williams, CFA, CFP®

Partner, Private Wealth Advisor

303.293.3680

Jay Ratterman

Jay Ratterman, CFA

Partner, Private Wealth Advisor

303.293.3680

Larry Orgill

Larry Orgill, CFA

Partner, Private Wealth Advisor

303.293.3680

Stephanie Troutman

Stephanie Troutman

Client Services Associate/Office Manager

303.293.3680

Kathleen Herburger

Kathleen Herburger

Portfolio Accounting Manager

303.293.3680

Community Involvement And Membership

Our Pro Bono Work

  • AARP Junior Achievement Financial Literacy
  • Nonprofit board advisory and investment management
  • AdvisersGiveBack.Org 

We Are Members Of

  • CFA Institute (Association for Chartered Financial Analysts)
  • CFA Society of Colorado
  • NAPFA (National Association of Personal Financial Advisors)
  • FPA (Financial Planning Association)

Resource Center

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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