It all started in the early 90’s when Andrea Ward CPA noticed several tax clients being sold expensive investment products that benefited the brokers, rather than the investors.
Not agreeing with this model, Andrea decided to partner up with Mike Fletcher. Mike Fletcher, Registered Investment Advisor, held weekly investment seminars educating individuals on portfolio design and investment strategies using low-cost, no-load mutual funds.
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 believes transparent advice always starts with the interest of the client first.
In 2017 Matt Ward, Chartered Retirement Planner, saw an opportunity to take the investment services from passive to proactive. Matt believed providing financial planning strategies accompanied with sound investment management would ultimately lead to better informed and financially wealthier clients.
What began as New Century Partners-The No-Load Group, an investment service solely for tax clients, has evolved into the full-service financial planning firm today. Thoughtful investment management, smart tax planning, and intentional financial decision-making lay the foundation for building wealth over time.
At New Century Investments, we know money matters.
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.