New Century Investments

New Century Investments is a wealth management firm in Fort Worth, Texas, serving individuals, families, and business owners with personalized financial planning and investment management. The firm specializes in retirement planning, small business retirement plans, tax-efficient investing, and comprehensive wealth advisory services. With a focus on long-term financial independence, New Century Investments emphasizes fiduciary responsibility, client-first principles, and a fee-only model that eliminates commissions. The firm has served clients since 1995, building a reputation for integrity and transparency. It maintains a 5.00 rating based on customer reviews, reflecting strong client satisfaction and trust.

Founded in 1995 by a CPA and investment advisor who observed clients being charged excessive fees and sold unsuitable investments, New Century Investments was created to align financial advisors’ interests with those of their clients. As a no-load, fee-only firm, it operates without commissions, ensuring that recommendations are based solely on client needs. The firm collaborates with CPAs and estate attorneys to deliver holistic financial strategies. It emphasizes clear communication, ongoing education, and a long-term approach to wealth building, helping clients understand how their financial goals are achieved through disciplined planning and tax-efficient strategies.

Located at 5740 Boat Club Road, Suite 100, the firm sits on Boat Club Road, just a short drive from Station 13 fire station and Small Park @ Pool, both about half a mile away. It is approximately 0.8 miles from Greenfield Elementary School and Ed Willkie Middle School, and about 0.9 miles from Huffines Boulevard. The office is situated in a commercial corridor that serves the surrounding residential and business communities.

With a strong foundation in financial ethics and client-centric service, New Century Investments stands out in Fort Worth’s financial advisory landscape by offering transparent, personalized, and tax-smart wealth management solutions. Its consistent client satisfaction and long-standing presence reflect a trusted, results-driven approach to financial independence.