Our Story

It began in the early 90’s when a CPA noticed several of her clients being sold on expensive investment products that benefited the brokers, rather than the clients.

Not agreeing with that model, she went to her colleague, a Registered Investment Advisor who led seminars on low-cost, no-load investing and decided to team up.

In August of 1995,  New Century Partners – The No-Load Group was formed. New Century Partners is a No-Load, Independent Investment Advisory Firm. New Century Investments does not charge commissions on investments, and 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 CPA-financial planning and investment management firm for individuals, families, and small business owners.

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