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.
We have worked with Pat and ACT Advisors for several years. He is honest with you and will give you a detailed report on your financial situation tailored to you. Thank you Pat!
Kim BassAlthough 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 NinesteinWes is excellent about explaining everything we need to know.
Teresa LoftisWe have worked with ACT Advisors for about 9 years now. My husband's parents introduced us as they were clients for many years before they passed. We have great confidence in both Doug and Wes! We appreciate the regular updates via emails and videos and we are confident in the work they do! Pamela Patrick
Pamela PatrickThese 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.
April 2026 market update: Stocks and bonds declined in March, but volatility remains within historical norms. Learn how disciplined portfolio management and strategic positioning can help investors stay on track.
Earnings drive stock prices over time, but not all the time. Clearly, we’re in an environment where stocks are moving on developments in the Mideast
Market volatility tied to geopolitical events can be unsettling. Here’s how recent developments may impact markets and why maintaining a long-term perspective matters.
In this episode of C.U. On The Show, Doug English sits down with Randy Stolp of Loan NFT and Lamont Black of Wide Open Ventures to discuss an emerging concept within the credit union movement: the tokenization of loan participations. By combining blockchain infrastructure, AI-driven analytics, and cooperative marketplace concepts, the discussion explores how technology could potentially modernize the way credit unions manage liquidity, risk, and lending capacity.
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.