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.
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 EdwardsDoug 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 MillerMr. Doug English, CFP of Act Advisors of Wealth Management, has been our financial advisor for the last 18 years, even before he moved to LPL. He had always provided sound advice, specifically designed for us, ensuring our financial and other life goals. We are immensely proud to learn that he has been included in LPL Financials’ Chairman’s Council, moving him to the top 1% of the LPL’s 21,000 strong nationwide network. His getting this honorable recognition demonstrates his expertise, hard work, and commitment to his clients to achieve their financial goals, that we have seen from day one till to date. His approach built with knowledge and trust is so unique and that has brought satisfaction to his clients including us. We have always felt that Doug and his group are with us during all circumstances. Being proud members of his leadership team, we are incredibly happy to say, “Our Hearty congratulations to Doug, and wish him the best”. Sincerely, Shaila n Vijay Shroff
Vijay ShroffDoug and his team at ACT-Advisors has been our go to for financial planning as well as some "Life" planning. We have worked with Doug for over 17 years, and he has helped us grow our retirement savings to where we will never have to worry about money again. Doug has very high integrity. Act-Advisors does not churn your saving to make money on trades. While not all of our saving is managed by Doug and ACT-Advisors, they still help us manage it responsibly and help us make better decisions for all of our saving whether they earn money from it or not. We have a great "peace of mind" because even during the worst downturns in the past 17 years we have never been hit as hard as the Markets and been able to be confident that we are well protected by sound investments and not by costly products or gimmicks. We have personally recommended Doug and Act-Advisors to our friends and family, and they continue to be loyal members as well. Before we decided to invest with ACT-Advisors we interviewed other large service providers, but none understood us or listened like Doug. To this day Doug and his team know us personally and takes a real interest in what we are doing, how our family is doing and growing and helps us make good long-term decisions for them as well. We expect to continue to work with Doug and his team for many more years and we are looking forward to even a brighter tomorrow because of their help and support.
Kathi & James SoniatThese 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.
In this GAC 2026 preview episode of C.U. on the Show, Todd Spiczenski of America’s Credit Unions shares why storytelling is the central theme of this year’s Governmental Affairs Conference and how credit union leaders can use personal member impact stories to strengthen advocacy on Capitol Hill.
In this episode of C.U. On The Show, Doug English speaks with Deedee Myers and JD Myers about how AI is influencing credit union governance and organizational readiness. They discuss how AI can accelerate both strengths and weaknesses in an organization, why workforce literacy and critical thinking matter in an AI-enabled environment, and how boards can responsibly engage with AI in strategic planning. The conversation covers practical entry points—such as “point AI” tools and vendor-embedded AI—along with longer-term concepts like enterprise AI, AI ecosystems, and the importance of security and explainability for regulated decision-making.
After a stellar 2025 in which emerging market (EM) equities returned 34%, 2026 is off to a good start with the MSCI EM Index up
We’re proud to share that ACT Advisors has been recognized through LPL Financial’s 2025 Summit Club, an honor reserved for a select group of advisory firms
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.