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.
My 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 with their professionalism and expertise. Pat took the time to truly understand our financial goals and aspirations, and then crafted a comprehensive plan tailored specifically to our needs. He patiently walked us through each step of the process, ensuring that we fully understood all of our options and felt comfortable with the decisions being made. What sets Pat apart is his genuine care for his clients' financial, as well as personal, well-being. His proactive approach to financial planning helps us feel confident about our financial future and empowers us to make informed decisions. We highly recommend Pat and the entire ACT Advisors Team to anyone in need of expert financial guidance. Their dedication, integrity, and personalized service make them stand out when compared to other financial service providers we have worked with in the past. Thank you, Pat and Team, for your exceptional support and guidance!
Jack VandenbergheBecoming a client of Doug English has been one of the best financial decisions my late husband and I ever made. His advice is well researched, his approach of the highest professional standards and the people in his firm are personable, helpful and just a pleasure to deal with. No question nor matter how trivial is left unanswered.
carolyn terminiWe have worked with Pat and ACT Advisors for several years. He is honest with you and will give you a detailed report on your financial situation tailored to you. Thank you Pat!
Kim BassMy financial advisor, Pat Latta was very helpful during the financial review. He listened carefully, was patient, concise, answered all of my questions and offered advise when asked. He was hopeful about the future. Overall a good experience.
Elizabeth HillmanThese 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.
ASHEVILLE, NC – ACT Advisors, a fee-only fiduciary wealth management firm, today announced the appointment of Ruth Hays as Financial Advisor, strengthening the firm’s presence
Outside of energy commodities, capital markets posted a downbeat March as cross-asset volatility spiked in response to the outbreak of hostilities in the Mideast, and
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.
April 2026 market update: Stocks and bonds declined in March, but volatility remains within historical norms. Learn how disciplined portfolio management and strategic positioning can help investors stay on track.
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.