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.
Dealing with Pat Latta at ACT Advisors is a pleasure, Pat is knowledgeable, and considerate, and most accommodating
Wes WalkerAmazing group of advisors!
Christy SmithI highly recommend Pat Latta and ACT Advisors. Pat is very knowledgeable and responsive. He genuinely cares about his clients and is a pleasure to work with!
Jean DonnanACT 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 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
kitchen girlMy wife and I have had the pleasure of working with Pat Latta and the whole ACT Advisors Team for years, and we cannot express enough how impressed we are... read more
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
Wes is excellent about explaining everything we need to know.
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.
In the October market update from ACT Advisors, Doug English, CFP®, founder of ACT Advisors, explains why different parts of the market moved in different
Stocks continue to climb a wall of worry, a wall that has gotten a bit taller as fall begins. The conflict in the Middle East,
Market forecasts can be interesting. They can also become a distraction when every new headline is treated as a reason to change course. In our
Ruth Hays joined WLOS to discuss why interest rates matter in a community still rebuilding—and why Asheville is ready to welcome visitors.
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.