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.
We have had the pleasure with working with ACT Advisors, Wes Johnson, Doug English, and their entire team for many years now. They are knowledgeable, have provided great advice in good times and bad, communicate extremely well, and are always available. We have had very good success and trust them unconditionally with our retirement and investments.
Maria SiachosI have been with Doug English for approximately 20 years and trust Doug and his other advisors completely. When my husband passed away 10 years ago, Doug helped me maneuver all the obstacles that came along and I needed lots of help at that time. Doug and Wes Johnson have always been there to answer any questions I have had, no matter how trivial. I would recommend them to anyone. They really take care of their clients.
Judy ArmsMy financial advisor, Pat Latta was very helpful during the financial review. He listened carefully, was patient, concise, answered all of my questions and offered advise when asked. He was hopeful about the future. Overall a good experience.
Elizabeth HillmanPat was patient and detailed in making sure I understood all of my financial options. He provided suggestions and recommendations based on my needs and goals.
Caroline MeyerThese 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.
In this GAC 2026 preview episode of C.U. on the Show, Todd Spiczenski of America’s Credit Unions shares why storytelling is the central theme of this year’s Governmental Affairs Conference and how credit union leaders can use personal member impact stories to strengthen advocacy on Capitol Hill.
In this episode of C.U. On The Show, Doug English speaks with Deedee Myers and JD Myers about how AI is influencing credit union governance and organizational readiness. They discuss how AI can accelerate both strengths and weaknesses in an organization, why workforce literacy and critical thinking matter in an AI-enabled environment, and how boards can responsibly engage with AI in strategic planning. The conversation covers practical entry points—such as “point AI” tools and vendor-embedded AI—along with longer-term concepts like enterprise AI, AI ecosystems, and the importance of security and explainability for regulated decision-making.
After a stellar 2025 in which emerging market (EM) equities returned 34%, 2026 is off to a good start with the MSCI EM Index up
We’re proud to share that ACT Advisors has been recognized through LPL Financial’s 2025 Summit Club, an honor reserved for a select group of advisory firms
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.