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 JarvisMy 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 VandenbergheACT has been a part of my financial picture for quite some time and I have always been pleased by their preparation, analysis and presentation. Based on my experience, I can recommend ACT without reservation.
montez martin jrDoug 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.
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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.
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.