When You ACT,
You Get More

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.

Senior Executives Navigating
Complex Compensation

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.

Families Managing Significant Wealth and Pivotal Decisions

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.

Credit Union Executives with
Unique Benefit Packages

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.

Here’s What You Can Expect — And What You Won’t Get With Us

We guide you with intentional strategies—and never rely on gimmicks, commissions, or shortcuts. Here’s what sets us apart.

What We Do

What We Don't Do

Here’s What You Can Expect — And What You Won’t Get With Us

We guide you with intentional strategies—and never rely on gimmicks, commissions, or shortcuts. Here’s what sets us apart.

What We Do

What We Don't Do

Our Clients Say It Best

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 family and I have benefited from using ACT Advisors. Terrific folks to work with!!

    Robert Wilson Avatar Robert Wilson
    May 27, 2024

    I have worked with Doug English for over 20 years. His financial expertise has helped me tremendously in growing and managing my retirement income. He explains things in detail and never seems too busy to answer all of my questions . I would recommend his services to ALL who are looking for financial peace of mind.

    Rita Franklin Avatar Rita Franklin
    May 27, 2024
  • Mr. 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 Shroff Avatar Vijay Shroff
    May 27, 2024

    We have been with ACT Advisors for over 15 years, and we are delighted with the growth of our portfolio during that time. The ACT team is always available to talk with us whenever we need advice, and their thorough analysis of market conditions is very sound. We would recommend anyone looking for a financial advisor to look into ACT Advisors - they have a proven track record.

    Mike Chodnicki Avatar Mike Chodnicki
    August 16, 2023

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

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kitchen g.

Although 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... read more

Ed N.

Mr. 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... read more

Vijay S.

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.

Meet Our Team

From your first meeting to every milestone ahead, our team is here to offer steady guidance and exceptional service.

Recent Articles from Your Financial Advocates

See Around Corners. Navigate with Clarity.

How Credit Union Boards Can Use AI to Strengthen Governance and Move Faster With Clear Guardrails

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.

Read More »

It Starts with a Conversation—Not a Commitment

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.