Introducing the IPO Class of 2026
The U.S. initial public offering (IPO) market appears to be entering one of its most consequential periods in years. After a long drought following the
June 16, 2026
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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 JohnsonDoug English has been our financial advisor for over 20 years not only with our personal portfolio but also our company's profit sharing retirement account and other company investments. He is always available to quickly respond to any questions. He also has an excellent staff for support. They all go beyond any expectations. We have the upmost confidence with his management of our investments. He also has been an excellent advisor on other financial issues. He is very willing to help and discuss any financial situations. His knowledge and expertise are remarkable. We feel very confident investing with Act Advisors. Joye and Hubert S
Hubert ShulerNot only do I get excellent advice; Wes Johnson really understands my goals and needs. I've always found the practice and Wes easy to reach.
Elizabeth BrownMy 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 HillmanThese 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.
The U.S. initial public offering (IPO) market appears to be entering one of its most consequential periods in years. After a long drought following the
May was a strong month for stocks, while bonds remained much quieter. Doug English reviews the month, portfolio risk alignment, bond positioning, and a summer tax-planning reminder.
In this episode of C.U. on the Show, Doug English speaks with Dan Prezioso of Olden Lane about trends influencing the credit union industry. Their conversation explores demographic changes, evolving technological expectations, and increased competition from digital financial platforms
April was a strong month for stocks and a more modest month for bonds. Because portfolios generally include a mix of both, results were positive overall for many allocations, but varied depending on how each portfolio is structured.
In this month’s update, Doug walks through the market drivers behind those results and how to think about what you may be seeing across your accounts. It’s a helpful reminder of how different parts of a portfolio can behave in different environments—and why allocation matters.
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.