
China Holds Keys to Post-War Oil Prices
• Global growth remains uneven, with the U.S. economy continuing to outperform while China faces softer demand and a less consistent recovery. For an in-depth
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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.
Two years ago I was injured on the job and faced forced Retirement due to eventual medical termination. I had worked with Dino Dziergas a few years earlier in financial planning and had developed confidence and trust in his knowledge and ability to guide me through the investment world. I reached out to Dino and he has been invaluable in support, guidance and a secure feeling that I will survive this next phase of my life. I'd confidently referred anyone to Dino! Sincerely, Dorothy
We love working with ACT Advisors. Before we retired we signed up with ACT. We wanted validation that we were financially able to survive on our retirement saving and income. They provided us with reports and projections base on our portfolio that we could not only survive, but thrive in our retirement. That was 6 years ago and we have maintained our relationship ever since. We receive quarterly updates on our portfolio and where we are financially on our personal retirement roadmap. We also have the ability to call and ask for advice or to answer questions when we have the need. I highly recommend them!
ACT Advisers has managed my money for a couple years as created a sound long term financial plan. The results have been great. They advised me on strategies to save on taxes and modeled the financial impact of buying and selling real estate as we first bought a second home and are now building our dream home on Amelia Island. They have been superb in all respects. I highly recommend them.
I retired early with a little trepidation as perhaps many people do. A friend had been singing their praises to me for years. I kept my 401K with my employer... read more for a while but after thinking about it, I decided to talk with someone from Act. I am so glad that I did. I looked over all the material that they provided me, free of charge I might add, and was impressed with the breadth of services and attention to detail they provide. But I think what really sold me is the fact that they are a fiduciary firm. They, by their charter, must have their clients interests as the basis of all the actions they take. And the fact that how they make more money for themselves is wholly dependent on them making more money for their clients. I can wholeheartedly recommend the Act Advisers team to help with any financial situations in your life.
My family and I have benefited from using ACT Advisors. Terrific folks to work with!!
ACT Advisors helps me understand the financial markets in so many different ways, personal one on one talks, news letters and even videos. They have helped me... read more make a solid plan for my future including how retirement will look and that has helped my anxiety level about the future tremendously. ACT Advisors treats us like family in the way they take care of us and our finances. I couldn't recommend them higher. Jessica Brett
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.

• Global growth remains uneven, with the U.S. economy continuing to outperform while China faces softer demand and a less consistent recovery. For an in-depth

Doug English and guests discuss CUltivate AI, a credit union-focused CUSO, and AI governance, transparency, privacy and practical use cases.
Doug English and Wes Johnson discuss ACT Advisors’ investment committee process, including research inputs, model portfolios, taxable-account review, and how outside investment ideas are evaluated.
Doug English, CFP®, reviews a quieter month for markets and explains what ACT is watching next.
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.