Financial Advisor Archives - New Century Investments https://www.newcenturyinvestments.com/staff_tag/financial-advisor/ Knowing Money Matters Tue, 17 Feb 2026 23:03:13 +0000 en hourly 1 https://wordpress.org/?v=6.1.10 https://www.newcenturyinvestments.com/wp-content/uploads/2021/12/cropped-Financial-Advisor-New-Century-Investments-Fort-Worth-TX-Fav-32x32.png Financial Advisor Archives - New Century Investments https://www.newcenturyinvestments.com/staff_tag/financial-advisor/ 32 32 Matt Ward, CPA, CFP® https://www.newcenturyinvestments.com/staff/matt-ward/ Wed, 19 Dec 2018 22:33:02 +0000 http://nci.clientwebreview.com/?post_type=cws_staff&p=2489 Matt Ward is the president for NCI. Matt’s breadth of knowledge and experience in both taxes and investment management sets him apart, giving him the ability to design, advise on, and manage business strategies, tax efficiency, and retirement planning.

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]]> Matt Ward is a CPA and the president of New Century Investments, an independent investment advisory firm serving business owners, pre-retirees, and retirees. Matt is passionate about integrating investing, planning, and tax management into a holistic approach. Matt’s breadth of knowledge and experience in both taxes and investment management sets him apart, giving him the ability to design, advise on, and manage business strategies, tax efficiency, and retirement planning. Matt graduated from Texas Tech University and is a certified public accountant, a certified financial planner™ professional, and a chartered retirement planning counselor™. He is known for his care and attention to detail and works hard to develop personal relationships with each of his clients so they can benefit from his customized service and guidance.

Matt creates tax strategies, manages investment portfolios, and designs financial plans for clients. Matt also oversees accounting for businesses specializing in reporting and consulting on employer benefits. Matt began in 2006 working in accounting, managing client bookkeeping and payroll reporting, as well as preparing tax returns and learning about stock market investing. Matt studies financial markets and stays current on economic trends for managing client portfolios, as well as tax code and estate strategies, to keep on top of various accounting, tax, and financial planning opportunities for clients.

When he’s not working, you can find Matt hiking, playing the guitar, and spending time with his family.

 

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]]> Mike Fletcher https://www.newcenturyinvestments.com/staff/mike-fletcher/ Thu, 07 Jun 2018 08:35:54 +0000 http://nci.clientwebreview.com/staff/lesley-carter/ Mike is our senior portfolio manager. Mike is an Investment Advisor Representative with 50 years of investment management expertise. Mike graduated in 1968 from the University of Texas at Arlington with a finance degree. Mike builds portfolios with an eye for risk, reward, and cost efficiency.

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]]> Mike is our senior portfolio manager.  Mike is a Registered Investment Advisor Representative with 50 years of investment management expertise.  Mike graduated in 1968 from the University of Texas at Arlington with a finance degree.  Mike builds portfolios with an eye for risk, reward, and cost-efficiency.  Mike enjoys studying investment literature, researching financial markets, and vacationing with his wife Zee, during the summer in Colorado.

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