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 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 good times and bad, communicate extremely well, and are always available. We have had very good success and trust them unconditionally with our retirement and investments.
Maria SiachosWe 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 PatrickDoug 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 SoniatWe 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 LongThese 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.
LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand. The Post-Powell Transition: As
In this episode of C.U. on the Show, Doug English speaks with Dan Prezioso of Olden Lane about trends influencing the credit union industry. Their conversation explores demographic changes, evolving technological expectations, and increased competition from digital financial platforms
April was a strong month for stocks and a more modest month for bonds. Because portfolios generally include a mix of both, results were positive overall for many allocations, but varied depending on how each portfolio is structured.
In this month’s update, Doug walks through the market drivers behind those results and how to think about what you may be seeing across your accounts. It’s a helpful reminder of how different parts of a portfolio can behave in different environments—and why allocation matters.
How disciplined investors can navigate market volatility during global uncertainty Geopolitical chaos doesn’t have to mean portfolio chaos. Wes Johnson sat down with SC Public
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.