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 have been with Doug English for approximately 20 years and trust Doug and his other advisors completely. When my husband passed away 10 years ago, Doug helped me maneuver all the obstacles that came along and I needed lots of help at that time. Doug and Wes Johnson have always been there to answer any questions I have had, no matter how trivial. I would recommend them to anyone. They really take care of their clients.
Judy ArmsDoug 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 MillerMy 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 VandenbergheThese 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.
Commodity market trends: Commodity markets have been on an impressive, and volatile, run so far this decade, with leadership oscillating between energy and precious metals.
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.