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 clients of ACT Advisors since their inception. They continue to assist us with our overall financial planning to include our various retirement accounts in addition to our assets under advisement. The clear, consistent communication and plan we have developed with them over the years have allowed us to transition to retirement with confidence.
david hartI welcome this opportunity to share my high regard for Doug English and Act Advisors. I have been a client for decades. I’m now comfortable and really enjoying my retirement . This is all thanks to Dough and Act Advisors. Any time, under any circumstances you will receive help both professionally and personally. These professionals will work to protect and grow your wealth. You will not be treated as a commodity. All calls are returned, all questions answered, solutions options offered. Honestly I am not the best customer. Money makes me nervous and I haven’t always done my part. Yet here I am enjoying my life and family because of Doug and all those who work at Act Advisors have helped me. Please investigate Act Advisors and give them a chance to help you reach your financial goals. One of my best life decisions has been Doug English and Act Advisors
MARY JANE KearneyI have worked with Doug English for over 20 years. His financial expertise has helped me tremendously in growing and managing my retirement income. He explains things in detail and never seems too busy to answer all of my questions . I would recommend his services to ALL who are looking for financial peace of mind.
Rita FranklinMr. Doug English, CFP of Act Advisors of Wealth Management, has been our financial advisor for the last 18 years, even before he moved to LPL. He had always provided sound advice, specifically designed for us, ensuring our financial and other life goals. We are immensely proud to learn that he has been included in LPL Financials’ Chairman’s Council, moving him to the top 1% of the LPL’s 21,000 strong nationwide network. His getting this honorable recognition demonstrates his expertise, hard work, and commitment to his clients to achieve their financial goals, that we have seen from day one till to date. His approach built with knowledge and trust is so unique and that has brought satisfaction to his clients including us. We have always felt that Doug and his group are with us during all circumstances. Being proud members of his leadership team, we are incredibly happy to say, “Our Hearty congratulations to Doug, and wish him the best”. Sincerely, Shaila n Vijay Shroff
Vijay ShroffThese 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.
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In this episode of C.U. on the Show, Doug English speaks with leaders from Alliance Catholic Credit Union and Shift Mate about how credit unions can better connect fragmented data, streamline internal processes, and enhance member engagement. The discussion focuses on how AI-supported workflows may help improve efficiency, support lending operations, and provide more timely, relevant member interactions.
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.