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Andrea W

Fort Worth, TX

New Century Partners-The No-Load Group, Inc.

Andrea Ward is a financial advisor with New Century Partners–The No-Load Group, Inc. in Fort Worth, TX, holding over 22 years of industry experience. She has been with New Century Partners since 1995 and also owns an accounting and tax practice, providing services part-time since 1990. Andrea is a certified public accountant (CPA). New Century Partners advises individuals and small businesses, primarily those who are not high-net-worth, offering discretionary portfolio management and comprehensive financial planning services. The firm emphasizes diversified allocations to no-load mutual funds and ETFs, with a focus on integrated tax planning supported by its principals’ accounting credentials.

Cash flow / budgeting General estate planning guidance General retirement planning College savings (529s, UTMA, etc.) General tax planning
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Joe F

Series 65

Fort Worth, TX

New Century Partners-The No-Load Group, Inc.

Joe Fletcher is a financial advisor with New Century Partners–The No-Load Group, Inc. He holds a Series 65 designation and has 16 years of industry experience. Fletcher has been with New Century Partners since 1995 and also operates Fletcher Tax Service, which he has managed since 1972. New Century Partners advises individuals and small businesses, primarily non-high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes diversified allocations to no-load mutual funds and ETFs, with a focus on risk-appropriate asset allocation and integrated tax planning through its affiliation with a practicing CPA.

Cash flow / budgeting General estate planning guidance General retirement planning College savings (529s, UTMA, etc.) General tax planning
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Matthew W

Series 65

Fort Worth, TX

New Century Partners-The No-Load Group, Inc.

Matthew Ward is a financial advisor with New Century Partners—The No-Load Group, Inc. in Fort Worth, TX. He holds a Series 65 designation and has seven years of industry experience, including two years at CSAA Insurance Group prior to joining his current firm in 2018. New Century Partners advises individuals and small businesses, primarily non-high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning services on a fee-only basis. The firm emphasizes diversified allocations to no-load mutual funds and ETFs, tailoring asset allocation to clients’ risk tolerance while discouraging frequent trading.

Cash flow / budgeting General estate planning guidance General retirement planning College savings (529s, UTMA, etc.) General tax planning
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