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.
Dealing with Pat Latta at ACT Advisors is a pleasure, Pat is knowledgeable, and considerate, and most accommodating
Wes WalkerACT 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 make a solid plan for my future including how retirement will look and that has helped my anxiety level about the future tremendously. ACT Advisors treats us like family in the way they take care of us and our finances. I couldn't recommend them higher. Jessica Brett
kitchen girlWe have been extremely fortunate to have ACT Advisors manage our investments for over 5 yrs. Patrick Latta is brilliant & their staff professional and customer service oriented. So glad we found them.
Linda LongOver a decade ago , I decided it was time to get over my stock market phobia and I began to work with Doug English . It was one of the best decisions I have ever made ! He and the team at ACT advisors have been able to invest my money in ways that were profitable yet within my risk tolerance. They are always available for advice on “all things financial “ .. Buying a house ? Going solar ? Insurance ? Really ? Yes , really . They are there for you . Thank you Doug and ACT Advisors , you’re the best !
Ann MalphrusThese 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.
The S&P 500 settled a whirlwind July moderately lower but maintained healthy year-to-date gains. Just one month into the second half, some of our key
July brought broad declines across stocks and bonds. Doug English, CFP®, shares ACT Advisors’ qualified outlook, a QQQ Technology Index update, and a secure tax-return upload reminder.
In this episode of C.U. On The Show, host Doug English speaks with Tansley Stearns, president and CEO of Orsa credit union, and Jamie Jackson, founder and CEO of Arkatechture.
Doug English and guests discuss CUltivate AI, a credit union-focused CUSO, and AI governance, transparency, privacy and practical use cases.
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.