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 been extremely fortunate to have ACT Advisors manage our investments for over 5 yrs. Patrick Latta is brilliant & their staff professional and customer service oriented. So glad we found them.
Linda LongPat Latta has been my financial advisor for quite a few years. He is incredibly good at his job & has always steered me in the right direction. I also feel like he genuinely cares about my whole story, not just the financial part. He's a great man & I highly recommend him. He has really helped me with my finances and he's so easy to talk to about anything money related, but also anything in general. His caring nature always shines through & that means a lot to me. Thanks Pat!
Karis WalkerWe 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 SiachosDealing with Pat Latta at ACT Advisors is a pleasure, Pat is knowledgeable, and considerate, and most accommodating
Wes WalkerThese 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.
January 2026 opened with modest stock market gains and stable bond performance. Doug English of ACT Advisors reviews market activity and outlines how portfolios and financial planning are being approached in February.
The Federal Reserve (Fed) enters 2026 navigating potentially constrained policy conditions as resilient growth and above‑trend inflation intersect with an increasingly unsustainable fiscal trajectory. Fed
In this episode of C.U. On The Show, Doug English speaks with Elizabeth Wadsworth of Velera about the evolving role of artificial intelligence in credit unions. The conversation focuses on AI agents, responsible AI governance, and how credit unions can evaluate emerging technologies in a way that aligns with their mission, risk posture, and strategic goals.
Doug English, Certified Financial Planner™ with ACT Advisors, recently joined South Carolina Business Review to share his perspective on what investors may want to consider in 2026.
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.