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 is always keeping my risk threshold in mind and he is aware of my husband's health issues. He performs his job with professionalism and attention to detail. He knows what is important to me in investing practices.
Carol JohnsonDoug English and the ACT Advisors staff are well into their second decade with my family as trusted advisors. Doug helped me map out a feasible plan for early retirement and a secure financial future. Doug is always very responsive to any inquiry or need, and I love his levelheaded approach to financial success. I highly recommend Doug!
David WeirWes is excellent about explaining everything we need to know.
Teresa LoftisAlthough my account is very small, Pat Latta is always there for me ready to offer sound advice regarding my financial situation. I appreciate his attention to someone who is not among his biggest clients.
Ed NinesteinWe have been ACT Advisors clients for many years and appreciate their knowledgeable and innovative approaches to wealth management. Additionally they are extremely responsive, courteous and a pleasure to... read more
ACT 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,... read more
ACT Advisors helps me understand the financial markets in so many different ways, personal one on one talks, news letters and even videos. They have helped me... read more
These 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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August delivered the loudest bond market narrative in years, and almost none of it survived contact with the price action. Total public debt crossed $40
Ruth Hays joined WLOS to discuss why interest rates matter in a community still rebuilding—and why Asheville is ready to welcome visitors.
Doug English reviews August market gains and three planning questions to revisit if markets pull back in September.
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.