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.
Thorough, responsive, and transparent. I couldn’t be happier with the results.
Rod JarvisDoug English and his stalwart crew have been successfully managing our investments for years. His knowledge, personal approach, and sage advice have always given us confidence that our money was in good hands.
Ken R.Doug and team are amazing! We’ve been clients for years and couldn’t be happier. Doug truly listens and cares about our needs/goals and tailors strategies to achieve them. The strategies have been very successful and we are now happily retired! The team is extremely professional and responsive. They go above and beyond to meet our needs. Wrapped around all of this is a very personal touch.
Tonya EdwardsAmazing group of advisors!
Christy SmithThese 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.
Lamont Black and Doug English explore practical ways to bring AI into board preparation today—and how it may reshape boardroom decision-making in the future.
Demand continues to outpace record supply. Municipal bonds remain an attractive income opportunity in a market where the Federal Reserve (Fed) is likely to remain
July brought broad declines across stocks and bonds. Doug English, CFP®, shares ACT Advisors’ qualified outlook, a QQQ Technology Index update, and a secure tax-return upload reminder.
In this episode of C.U. On The Show, host Doug English speaks with Tansley Stearns, president and CEO of Orsa credit union, and Jamie Jackson, founder and CEO of Arkatechture.
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.