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.
Pat Latta has been my financial advisor for quite a few years. He is incredibly good at his job & has always steered me in the right direction. I also feel like he genuinely cares about my whole story, not just the financial part. He's a great man & I highly recommend him. He has really helped me with my finances and he's so easy to talk to about anything money related, but also anything in general. His caring nature always shines through & that means a lot to me. Thanks Pat!
Karis WalkerDoug 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 English has worked with me for over 20 years planning my retirement. His financial advice and guidance helped me through difficult financial and personal times. His reviews have always made me feel confident in his recommendations. He is very personable and professional...and over the years he has become a friend with whom I enjoy sharing my retirement life stories and adventures.. I highly recommend contacting him for your financial investments and future. Joe
Joe MillerI 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 FranklinThese 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.
Headlines surrounding the Middle East have dominated investor attention since late February. While uncertainty remains elevated, diplomatic negotiations have supported equities, even as fixed income
In this episode of C.U. on the Show, Doug English speaks with Dan Prezioso of Olden Lane about trends influencing the credit union industry. Their conversation explores demographic changes, evolving technological expectations, and increased competition from digital financial platforms
April was a strong month for stocks and a more modest month for bonds. Because portfolios generally include a mix of both, results were positive overall for many allocations, but varied depending on how each portfolio is structured.
In this month’s update, Doug walks through the market drivers behind those results and how to think about what you may be seeing across your accounts. It’s a helpful reminder of how different parts of a portfolio can behave in different environments—and why allocation matters.
How disciplined investors can navigate market volatility during global uncertainty Geopolitical chaos doesn’t have to mean portfolio chaos. Wes Johnson sat down with SC Public
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.