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.
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 in good hands.
Ken R.Pat Latta is always keeping my risk threshold in mind and he is aware of my husband's health issues. He performs his job with professionalism and attention to detail. He knows what is important to me in investing practices.
Carol JohnsonWe have been with ACT Advisors for over 15 years, and we are delighted with the growth of our portfolio during that time. The ACT team is always available to talk with us whenever we need advice, and their thorough analysis of market conditions is very sound. We would recommend anyone looking for a financial advisor to look into ACT Advisors - they have a proven track record.
Mike ChodnickiOver a decade ago , I decided it was time to get over my stock market phobia and I began to work with Doug English . It was one of the best decisions I have ever made ! He and the team at ACT advisors have been able to invest my money in ways that were profitable yet within my risk tolerance. They are always available for advice on “all things financial “ .. Buying a house ? Going solar ? Insurance ? Really ? Yes , really . They are there for you . Thank you Doug and ACT Advisors , you’re the best !
Ann MalphrusThese 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.
Market adjustments and yields: Fixed income markets have absorbed significant geopolitical and economic developments in recent months, particularly since the escalation of the Iran conflict.
May was a strong month for stocks, while bonds remained much quieter. Doug English reviews the month, portfolio risk alignment, bond positioning, and a summer tax-planning reminder.
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.
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.