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 started using Tim Mowrey for our financial services many years ago before he joined forces with ACT. We were always super pleased with not only the advice and financial guidance, but with the friendship we established. I was cautious when Tim told us that he was merging with ACT but believed it could be a good partnership. My expectations were exceeded! Everyone at ACT has been super professional, very attentive and always go above and beyond. I highly recommend their company
Brad HoyleWe first heard Doug English when he was working at the SCFCU and gave a knowledgeable and understandable presentation about investing. When he began his own company my husband and I were his first clients. We have every confidence in his decisions, and in his team. We have been pleased with all the ACT personnel we have encountered and worked with over the years - not only do we have confidence in their knowledge but their responsiveness is always timely. They are also quite personable, as well as professional. We recommend them to others on a regular basis, and one of our family members has since moved to the company. They are a five star company for sure! I'd give them 10 if that was a choice!
Anne RobichauxThorough, responsive, and transparent. I couldn’t be happier with the results.
Rod JarvisDoug 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 MillerThese 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.