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.
Doug English and ACT Advisors have been my financial advisors for almost 18 years. ACT performed as a true fiduciary always putting my financial interests as a first priority. ACT has a competent team of market analysts supplemented by outside consultants. I have experienced long-term positive financial results during my experience with ACT Advisors - highly recommended. This is a TRUE 5 STAR financial services organization. The prior rating was not correct.
Gerry KatzPat Latta has been our advisor for many years. Respect and Trust in him goes without saying. We look forward to seeing him every time we have an appointment. He has always given us great advise. Thank you so much, Mr. Latta. Always, Tom and Ginny
Tom AckerBecoming a client of Doug English has been one of the best financial decisions my late husband and I ever made. His advice is well researched, his approach of the highest professional standards and the people in his firm are personable, helpful and just a pleasure to deal with. No question nor matter how trivial is left unanswered.
carolyn terminiThorough, responsive, and transparent. I couldn’t be happier with the results.
Rod JarvisThese 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.
Doug English and Wes Johnson discuss ACT Advisors’ investment committee process, including research inputs, model portfolios, taxable-account review, and how outside investment ideas are evaluated.
Doug English, CFP®, reviews a quieter month for markets and explains what ACT is watching next.
Artificial intelligence is rapidly reshaping how credit unions operate, communicate, and plan for the future. In this episode of C.U. On The Show, Doug English sits down with Jeremy Wood, Chief Strategy Officer at Innovations FCU, and AI strategist Kirk Drake to discuss how AI is transforming board meetings, strategic planning, policy development, financial analysis, and day-to-day operations.
In this episode of C.U. on the Show, Doug English sits down with Heather McKissick of CUES and Paul Barbato of TruStage to explore how boards can use AI to become more informed, strategic, and effective without losing sight of the human judgment and member focus that define the credit union movement.
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.