Our Story

It began in the early ’90s when a CPA found clients being sold expensive products generating high commissions for the broker, and unfavorable taxes for the client.

Not agreeing with that approach, this CPA decided to team up with a Registered Investment Advisor to provide low-cost, no-load investment portfolios for her clients.

In August of 1995,  New Century Partners – The No-Load Group was formed. New Century Partners is a No-Load, Independent Investment Advisory Firm. As fiduciaries, New Century Investments believes transparent advice starts with the best interest of the client.

Fast forward 25 years.  What started as an investment management service for tax clients has evolved into a full-service financial-investment planning firm for families and small businesses.

At New Century Investments, we know money matters.


Our Promise

We promise to treat each financial consideration with great care. We are significant partners alongside our client, investing in the same ETFs or mutual funds we recommend. We promise to always put the interest of our client first. And we promise to provide transparent and consistent communication with our clients to ensure their financial assets are positioned to accumulate and preserve long-term wealth.


Meet Our Staff

OUR SERVICES

OUR TAX PARTNER  Andrea Ward, CPA