Our Story
Since 1995, New Century Investments, a fee-only financial management firm, has been helping individuals and families achieve their financial goals. Our team of experienced professionals offers a wide range of services, from investment management to tax and estate planning, so you can be sure you’re getting the best advice possible. As Fiduciaries, our CPAs and CFP® professionals promise always to have our clients’ best interests at heart. We understand that every client is unique, and we work tirelessly to create personalized solutions that fit your needs. With our help, you can rest assured knowing your finances are in good hands. Contact us today to learn more about how we can help you achieve the future you want!
Our Promise
We always have our client’s best interests at heart and carefully weigh all financial factors before making any tax, investment, or financial decision. We invest in the same ETFs or mutual funds that we recommend to our clients, making us significant partners in their success. Furthermore, we promise to communicate consistently with our clients so they can be confident their assets are growing and positioned appropriately for their risk level and long-term objectives.