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

  • Doug English and everyone at ACT Advisors are simply the BEST!!! They are incredibly knowledgeable about all aspects of the financial arena and investing. Doug has spent his entire career in this profession and it shows. I doubt there is anything that he doesn't know. His team is personable, professional and super easy to work with. I feel so fortunate to have been referred to this amazing team. I am super happy to be their client and highly recommend them without reservation. These folks are the BEST...!!!

    Jody Ferrill Avatar Jody Ferrill
    January 14, 2024

    We 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 work with. We have complete trust and confidence in their company.

    Cathy Hamilton Avatar Cathy Hamilton
    May 27, 2023
  • 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

    I retired early with a little trepidation as perhaps many people do. A friend had been singing their praises to me for years. I kept my 401K with my employer for a while but after thinking about it, I decided to talk with someone from Act. I am so glad that I did. I looked over all the material that they provided me, free of charge I might add, and was impressed with the breadth of services and attention to detail they provide. But I think what really sold me is the fact that they are a fiduciary firm. They, by their charter, must have their clients interests as the basis of all the actions they take. And the fact that how they make more money for themselves is wholly dependent on them making more money for their clients. I can wholeheartedly recommend the Act Advisers team to help with any financial situations in your life.

    Robert Steck Avatar Robert Steck
    May 27, 2024

Doug 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,... read more

Kathi &.

We first heard Doug English when he was working at the SCFCU and gave a knowledgeable and understandable presentation about investing. When he began his own company my husband and... read more

Anne R.

Doug 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... read more

Joe M.

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

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How Credit Unions Can Thoughtfully Prepare for Digital Assets by Starting with Member Trust

In this episode of C.U. On The Show, Doug sits down with Jed Meyer, CEO of St. Cloud Financial, to explore how a credit union can approach digital assets responsibly. Rather than focusing on hype or speculation, the discussion centers on member education, long-term strategic planning, regulatory engagement, and building infrastructure designed to preserve trust and institutional control as payment systems evolve.

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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.