ACT Advisors - Financial Advisors, Investment Management

What We Do

At ACT Advisors, we provide independent, objective, and ongoing professional investment advice. Our financial advisors can help you identify your goals, define the short- and long-term objectives to work towards them, and build a personalized investment plan tailored to your unique needs.
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Our Clients Before Ourselves

As a Registered Investment Advisor (RIA), we are a fiduciary. This means that we put our clients before ourselves. When providing investment advice, our advisors have a fundamental obligation to act in the best interests of our clients.
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Low Total Cost Portfolios

We help you get the most out of your investments by building low total cost investment portfolios. Our investment screening process seeks to minimize all costs including management fees, tax drag, and structural inefficiencies.
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Working with ACT Advisors, LLC

We pride ourselves on the exceptional personalized service we provide our clients.

What is it like to be our client?

Our Mission

To enable our clients to pursue their dreams
through excellence in investment management,
world-class financial planning,
and compassionate engagement.

Meet Our Team

Our team of experienced financial advisors and support professionals is here to offer you outstanding service and support.

Doug English, CFP® CERTIFIED FINANCIAL PLANNER™

Doug has been in the financial industry for more than 20 years with 18 years as a CERTIFIED FINANCIAL PLANNER™. Doug has an MBA in finance from RIT and has attended executive education classes at MIT and at YALE.

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Wes Johnson, CFP® CERTIFIED FINANCIAL PLANNER™

Wes Johnson has been a Financial Planner for more than 15 years and is a CERTIFIED FINANCIAL PLANNER™ Practitioner. He graduated from UNC at Chapel Hill with a B.S. in Business Administration in 1996.

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Pat Latta Associate Wealth Advisor

With over 18 years in the financial services industry, Pat’s experience and knowledge make him a valuable resource for his clients. He specializes in retirement planning.

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Timothy J. Mowrey, CFP® CERTIFIED FINANCIAL PLANNER™

With over 25 years experience as a financial advisor, Tim's objective is to be the financial “family practitioner” for his clients by developing close relationships, and ensuring their long-term financial health.

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Neil W. Lambert, RFC® Registered Financial Consultant

With over 17 years industry experience across securities and financial planning disciplines, Neil maintains a unique set of skills for the management of his clients’ assets.

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Jennifer English Chief Compliance Officer

Jennifer is responsible for risk management within the organization, and ensures compliance with laws, regulatory requirements, and policies and procedures.

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