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

  • We have been extremely fortunate to have ACT Advisors manage our investments for over 5 yrs. Patrick Latta is brilliant & their staff professional and customer service oriented. So glad we found them.

    Linda Long Avatar Linda Long
    May 6, 2025

    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
  • We love working with ACT Advisors. Before we retired we signed up with ACT. We wanted validation that we were financially able to survive on our retirement saving and income. They provided us with reports and projections base on our portfolio that we could not only survive, but thrive in our retirement. That was 6 years ago and we have maintained our relationship ever since. We receive quarterly updates on our portfolio and where we are financially on our personal retirement roadmap. We also have the ability to call and ask for advice or to answer questions when we have the need. I highly recommend them!

    doug putnam Avatar doug putnam
    May 27, 2024

    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 Coward Avatar Aubrey Coward
    May 27, 2023

We have had the pleasure with working with ACT Advisors, Wes Johnson, Doug English, and their entire team for many years now. They are knowledgeable, have provided great advice in... read more

Maria S.

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.

Doug English and his stalwart crew have been successfully managing our investments for years. His knowledge, personal approach, and sage advice have always given us confidence that our money was... read more

Ken R.

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.

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.