More strategy. More clarity. More of what matters—delivered by a fee-only fiduciary financial planning and investment management firm that puts your interests first.
We help successful families, executives, and professionals simplify complex finances, pursue tax-efficient strategies, and plan for what’s next.
Your financial life is complex—and moving fast. If you value strategy, clarity, coordination, and expert partnership, you’re in the right place.
You’re managing a demanding career, and your compensation reflects it—stock options, RSUs, deferred compensation plans, and bonuses that carry real opportunity and real risk. You want to reduce tax friction, align benefits with long-term goals, and make informed financial decisions without pressure or product sales. We help design strategies to address complexity and support your financial goals.
You have significant assets or income, growing complexity, and the responsibility that comes with both. You may be navigating major life events—retirement, a business sale, inheritance, or preparing to transfer wealth to the next generation. You want integrated advice that connects investments, taxes, estate planning, and legacy goals. We provide thoughtful collaboration, clear guidance, and a relationship grounded in trust.
You’ve built a mission-driven career and earned benefits like 457 plans or split-dollar arrangements—benefits that require specialized, objective guidance. You want advice that aligns with your values, reduces unnecessary tax exposure, and takes advantage of your Tax Delta™ superpower. We understand the credit union movement and help you uncover opportunities within your current benefits package—so it works as hard for you as you do for your members.
We guide you with intentional strategies—and never rely on gimmicks, commissions, or shortcuts. Here’s what sets us apart.
We guide you with intentional strategies—and never rely on gimmicks, commissions, or shortcuts. Here’s what sets us apart.
These reviews reflect the care, clarity, and professionalism we bring to every relationship. We encourage feedback—but never compensate or edit what’s shared. What you read here is 100% authentic. You can read more of our reviews here.
Great folks to work with. ACT team works hard, during the past year it has been a rough ride. Doug and his team have been there with information and encouragement to weather the storm.
Aubrey CowardAmazing group of advisors!
Christy SmithDealing with Pat Latta at ACT Advisors is a pleasure, Pat is knowledgeable, and considerate, and most accommodating
Wes WalkerPat Latta is always keeping my risk threshold in mind and he is aware of my husband's health issues. He performs his job with professionalism and attention to detail. He knows what is important to me in investing practices.
Carol JohnsonThese reviews are from current ACT Advisors clients who were not compensated for their feedback. Client experiences may vary and are not indicative of future results. Reviews appear as posted on a third-party site without editing.
From your first meeting to every milestone ahead, our team is here to offer steady guidance and exceptional service.
See Around Corners. Navigate with Clarity.
Fourth quarter earnings season unofficially kicks off this week with a dozen banks and asset managers in the S&P 500 slated to report. Results will
In this episode of C.U. On The Show, Doug English welcomes back Peter Myers of DDJ Myers for a deep, practical conversation on board renewal and board performance. As credit unions face accelerated board turnover, CEO transitions, and shifting competitive pressures, Peter explains how boards can objectively assess their effectiveness, align on the most strategic priorities, and intentionally evolve to the next level of governance impact.
ACT Advisors’ Doug English reflects on 2025 market performance, the value of staying disciplined through volatility, and why thoughtful financial planning matters as we head into 2026.
How can credit unions use CUSOs (credit union service organizations) and FinTech partnerships as intentional tools for growth instead of one-off “shiny object” deals? In this episode of C.U. On The Show, host Doug English talks with Capstone Strategic’s John Dearing about approaching CUSOs and FinTechs with a proactive external growth strategy, deciding when to build, buy, or partner, and how collaboration can help credit unions pursue new opportunities.
We don’t believe in sales pressure or one-size-fits-all advice.
Just a thoughtful conversation about where you are, what’s ahead, and whether we’re the right partner to help.