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.
Pat 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 JohnsonWe have been clients of ACT Advisors since their inception. They continue to assist us with our overall financial planning to include our various retirement accounts in addition to our assets under advisement. The clear, consistent communication and plan we have developed with them over the years have allowed us to transition to retirement with confidence.
david hartGreat 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 CowardDoug English and his stalwart crew have been successfully managing our investments for years. His knowledge, personal approach, and sage advice have always given us confidence that our money was in good hands.
Ken R.These 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.
Doug English, CFP® | ACT Advisors October brought movement across the markets, but relatively little net change across a range of investment risk levels. Doug
Corporate America faces a higher bar this earnings season. Technology and artificial intelligence (AI) names remain in the spotlight amid ongoing spending, financing, and monetization
Approaching this window with a multi-year strategy—rather than a year-by-year mindset—may help manage lifetime tax exposure and improve tax flexibility in retirement and estate planning.
When a caller, email, or text makes it feel as though you must act immediately, that urgency deserves a closer look. Scams increasingly use convincing
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.