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 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, and he has helped us grow our retirement savings to where we will never have to worry about money again. Doug has very high integrity. Act-Advisors does not churn your saving to make money on trades. While not all of our saving is managed by Doug and ACT-Advisors, they still help us manage it responsibly and help us make better decisions for all of our saving whether they earn money from it or not. We have a great "peace of mind" because even during the worst downturns in the past 17 years we have never been hit as hard as the Markets and been able to be confident that we are well protected by sound investments and not by costly products or gimmicks. We have personally recommended Doug and Act-Advisors to our friends and family, and they continue to be loyal members as well. Before we decided to invest with ACT-Advisors we interviewed other large service providers, but none understood us or listened like Doug. To this day Doug and his team know us personally and takes a real interest in what we are doing, how our family is doing and growing and helps us make good long-term decisions for them as well. We expect to continue to work with Doug and his team for many more years and we are looking forward to even a brighter tomorrow because of their help and support.

    Kathi & James Soniat Avatar Kathi & James Soniat
    August 11, 2023

    We have been clients of ACT Advisors since their inception. They continue to assist us with our overall financial planning to include our various retirement accounts in addition to our assets under advisement. The clear, consistent communication and plan we have developed with them over the years have allowed us to transition to retirement with confidence.

    david hart Avatar david hart
    May 27, 2024
  • 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 I were his first clients. We have every confidence in his decisions, and in his team. We have been pleased with all the ACT personnel we have encountered and worked with over the years - not only do we have confidence in their knowledge but their responsiveness is always timely. They are also quite personable, as well as professional. We recommend them to others on a regular basis, and one of our family members has since moved to the company. They are a five star company for sure! I'd give them 10 if that was a choice!

    Anne Robichaux Avatar Anne Robichaux
    August 27, 2023

    We 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 Patrick Avatar Pamela Patrick
    May 27, 2024

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.

Two years ago I was injured on the job and faced forced Retirement due to eventual medical termination. I had worked with Dino Dziergas a few years earlier in... read more

Dorothy A.

Doug English has been our financial advisor for over 20 years not only with our personal portfolio but also our company's profit sharing retirement account and other company investments. He is... read more

Hubert 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.

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.