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.
Great folks to work with. ACT team works hard, during the past year it has been a rough ride. Doug and his team have been there with information and encouragement to weather the storm.
Aubrey CowardI have been a client of Doug English for 29 years. He is the most knowledgeable and caring investment professional I have every done business with. ACT Advisors is a top notch firm and LPL’s scientific approach to investing is tried and true. Without Doug’s guidance and expertise I would not be enjoying my retirement days free of financial worry. My family and I are truly grateful for him and his organization!!
James McDanielBecoming 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 terminiDoug and Wes are awesome, down to earth, the take complex issues and break them down into plain English (pun intended) and most of all - I feel safe with their management and expertise
Harry g GThese 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.