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 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 LongACT Advisers has managed my money for a couple years as created a sound long term financial plan. The results have been great. They advised me on strategies to save on taxes and modeled the financial impact of buying and selling real estate as we first bought a second home and are now building our dream home on Amelia Island. They have been superb in all respects. I highly recommend them.
Steve HarkinsAlthough 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 NinesteinMr. Doug English, CFP of Act Advisors of Wealth Management, has been our financial advisor for the last 18 years, even before he moved to LPL. He had always provided sound advice, specifically designed for us, ensuring our financial and other life goals. We are immensely proud to learn that he has been included in LPL Financials’ Chairman’s Council, moving him to the top 1% of the LPL’s 21,000 strong nationwide network. His getting this honorable recognition demonstrates his expertise, hard work, and commitment to his clients to achieve their financial goals, that we have seen from day one till to date. His approach built with knowledge and trust is so unique and that has brought satisfaction to his clients including us. We have always felt that Doug and his group are with us during all circumstances. Being proud members of his leadership team, we are incredibly happy to say, “Our Hearty congratulations to Doug, and wish him the best”. Sincerely, Shaila n Vijay Shroff
Vijay ShroffThese 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.
Fourth quarter earnings season unofficially kicks off this week with a dozen banks and asset managers in the S&P 500 slated to report. Results will
In this episode of C.U. On The Show, Doug English welcomes back Peter Myers of DDJ Myers for a deep, practical conversation on board renewal and board performance. As credit unions face accelerated board turnover, CEO transitions, and shifting competitive pressures, Peter explains how boards can objectively assess their effectiveness, align on the most strategic priorities, and intentionally evolve to the next level of governance impact.
ACT Advisors’ Doug English reflects on 2025 market performance, the value of staying disciplined through volatility, and why thoughtful financial planning matters as we head into 2026.
How can credit unions use CUSOs (credit union service organizations) and FinTech partnerships as intentional tools for growth instead of one-off “shiny object” deals? In this episode of C.U. On The Show, host Doug English talks with Capstone Strategic’s John Dearing about approaching CUSOs and FinTechs with a proactive external growth strategy, deciding when to build, buy, or partner, and how collaboration can help credit unions pursue new opportunities.
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.